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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 | $95,150 | $160,070-40.6% | $147,117-35.3% | $145,897-34.8% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 26.85% | 98.69%-71.8pp | 420.54%-393.7pp | 552.29%-525.4pp |
| Employer contribution / active EE | $4,675 | $5,285-11.5% | $4,932-5.2% | $4,663+0.3% |
| Participant deferral / active EE | $12,842 | $8,419+52.5% | $8,065+59.2% | $6,689+92.0% |
| Admin fee / account holder | $94 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |