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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 | $105,195 | $183,592-42.7% | $155,567-32.4% | $145,959-27.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.19% | 61.24%-49.0pp | 64.74%-52.5pp | 561.95%-549.8pp |
| Employer contribution / active EE | $8,970 | $5,315+68.8% | $4,674+91.9% | $4,661+92.4% |
| Participant deferral / active EE | $4,982 | $6,464-22.9% | $5,628-11.5% | $6,689-25.5% |
| Admin fee / account holder | $138 | $19,318-99.3% | $15,916-99.1% | $13,398-99.0% |