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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 | $115,767 | $183,592-36.9% | $155,574-25.6% | $145,877-20.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.43% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $9,593 | $5,317+80.4% | $4,676+105.2% | $4,663+105.7% |
| Participant deferral / active EE | $4,190 | $6,466-35.2% | $5,629-25.6% | $6,691-37.4% |
| Admin fee / account holder | $295 | $19,316-98.5% | $15,914-98.1% | $13,402-97.8% |