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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 | $95,574 | $160,070-40.3% | $147,117-35.0% | $145,897-34.5% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 13.30% | 98.69%-85.4pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $6,797 | $5,285+28.6% | $4,932+37.8% | $4,663+45.8% |
| Participant deferral / active EE | $7,374 | $8,419-12.4% | $8,065-8.6% | $6,689+10.2% |
| Admin fee / account holder | $115 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |