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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 | $96,950 | $160,028-39.4% | $147,080-34.1% | $145,884-33.5% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 26.19% | 98.60%-72.4pp | 420.17%-394.0pp | 551.85%-525.7pp |
| Employer contribution / active EE | $4,123 | $5,286-22.0% | $4,933-16.4% | $4,662-11.6% |
| Participant deferral / active EE | $9,536 | $8,422+13.2% | $8,066+18.2% | $6,690+42.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |