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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 | $183,539-42.7% | $155,556-32.4% | $145,897-27.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.19% | 61.31%-49.1pp | 64.84%-52.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $8,970 | $5,315+68.8% | $4,675+91.8% | $4,663+92.4% |
| Participant deferral / active EE | $4,982 | $6,467-23.0% | $5,631-11.5% | $6,689-25.5% |
| Admin fee / account holder | $138 | $19,275-99.3% | $15,885-99.1% | $13,390-99.0% |