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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 | $78,901 | $112,933-30.1% | $90,970-13.3% | $158,982-50.4% |
| Participation rate | 94.7% | 74.7%+20.0pp | 69.0%+25.7pp | 82.0%+12.8pp |
| Annual return | 13.78% | 215.82%-202.0pp | 134.60%-120.8pp | 302.99%-289.2pp |
| Employer contribution / active EE | $8,863 | $2,893+206.3% | $2,122+317.7% | $4,763+86.1% |
| Participant deferral / active EE | $5,309 | $4,128+28.6% | $3,373+57.4% | $5,983-11.3% |
| Admin fee / account holder | $64 | $8,047-99.2% | $5,961-98.9% | $11,252-99.4% |