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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 | $96,452 | $107,363-10.2% | $92,909+3.8% | $152,897-36.9% |
| Participation rate | 81.0% | 79.8%+1.2pp | 76.0%+4.9pp | 82.5%-1.5pp |
| Annual return | 20.89% | 145.63%-124.7pp | 109.44%-88.5pp | 345.43%-324.5pp |
| Employer contribution / active EE | $8,006 | $4,222+89.6% | $3,653+119.1% | $4,764+68.1% |
| Participant deferral / active EE | $7,821 | $4,848+61.3% | $4,238+84.6% | $5,851+33.7% |
| Admin fee / account holder | $264 | $7,082-96.3% | $5,795-95.4% | $11,599-97.7% |