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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 | $89,225 | $60,128+48.4% | $90,440-1.3% | $79,852+11.7% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 15.69% | 71.95%-56.3pp | 1294.38%-1278.7pp | 31.72%-16.0pp |
| Employer contribution / active EE | $1,893 | $2,068-8.5% | $3,263-42.0% | $2,471-23.4% |
| Participant deferral / active EE | $7,760 | $2,939+164.1% | $3,964+95.8% | $3,740+107.5% |
| Admin fee / account holder | $10 | $3,977-99.8% | $5,615-99.8% | $5,306-99.8% |