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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 | $159,978-19.9% | $147,041-12.9% | $145,978-12.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.33% | 98.36%-86.0pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $6,907 | $5,288+30.6% | $4,935+40.0% | $4,662+48.2% |
| Participant deferral / active EE | $4,430 | $8,429-47.4% | $8,071-45.1% | $6,690-33.8% |
| Admin fee / account holder | $9 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |