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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 | $110,970 | $111,830-0.8% | $93,696+18.4% | $145,884-23.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 13.45% | 204.08%-190.6pp | 133.74%-120.3pp | 551.85%-538.4pp |
| Employer contribution / active EE | $8,848 | $3,093+186.1% | $2,422+265.3% | $4,662+89.8% |
| Participant deferral / active EE | $8,819 | $4,920+79.3% | $4,417+99.7% | $6,690+31.8% |
| Admin fee / account holder | $244 | $10,249-97.6% | $8,287-97.1% | $13,392-98.2% |