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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 | $112,895 | $160,028-29.5% | $147,080-23.2% | $145,884-22.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 41.71% | 98.60%-56.9pp | 420.17%-378.5pp | 551.85%-510.1pp |
| Employer contribution / active EE | $2,391 | $5,286-54.8% | $4,933-51.5% | $4,662-48.7% |
| Participant deferral / active EE | $6,924 | $8,422-17.8% | $8,066-14.2% | $6,690+3.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |