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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 | $46,492 | $138,076-66.3% | $123,553-62.4% | $135,380-65.7% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | 19.08% | 153.70%-134.6pp | 119.21%-100.1pp | 519.81%-500.7pp |
| Employer contribution / active EE | $16,500 | $5,152+220.3% | $4,628+256.5% | $4,779+245.3% |
| Participant deferral / active EE | $7,412 | $6,800+9.0% | $6,426+15.3% | $5,609+32.1% |
| Admin fee / account holder | $40 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |