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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 | $81,001 | $208,088-61.1% | $186,193-56.5% | $154,746-47.7% |
| Participation rate | 92.3% | 80.0%+12.3pp | 77.1%+15.2pp | 80.7%+11.6pp |
| Annual return | 21.48% | 89.97%-68.5pp | 78.03%-56.6pp | 172.34%-150.9pp |
| Employer contribution / active EE | $10,705 | $4,340+146.7% | $3,918+173.2% | $4,379+144.5% |
| Participant deferral / active EE | $7,535 | $7,078+6.5% | $6,513+15.7% | $6,730+12.0% |
| Admin fee / account holder | $13 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |