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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,035 | $160,040-28.1% | $147,096-21.8% | $145,877-21.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.42% | 98.49%-82.1pp | 419.75%-403.3pp | 551.28%-534.9pp |
| Employer contribution / active EE | $9,526 | $5,289+80.1% | $4,936+93.0% | $4,663+104.3% |
| Participant deferral / active EE | $4,600 | $8,429-45.4% | $8,071-43.0% | $6,691-31.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |