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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 | $96,260 | $217,432-55.7% | $185,849-48.2% | $167,536-42.5% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 16.44% | 148.42%-132.0pp | 122.10%-105.7pp | 478.82%-462.4pp |
| Employer contribution / active EE | $9,387 | $5,875+59.8% | $5,169+81.6% | $4,839+94.0% |
| Participant deferral / active EE | $4,873 | $6,357-23.3% | $5,569-12.5% | $6,342-23.2% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |