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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 | $128,077 | $160,040-20.0% | $147,096-12.9% | $145,877-12.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.33% | 98.49%-86.2pp | 419.75%-407.4pp | 551.28%-539.0pp |
| Employer contribution / active EE | $6,907 | $5,289+30.6% | $4,936+39.9% | $4,663+48.1% |
| Participant deferral / active EE | $4,430 | $8,429-47.4% | $8,071-45.1% | $6,691-33.8% |
| Admin fee / account holder | $9 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |