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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 | $70,529 | $111,787-36.9% | $93,681-24.7% | $145,978-51.7% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 24.28% | 203.52%-179.2pp | 133.47%-109.2pp | 550.52%-526.2pp |
| Employer contribution / active EE | $12,009 | $3,093+288.2% | $2,422+395.8% | $4,662+157.6% |
| Participant deferral / active EE | $7,753 | $4,918+57.7% | $4,415+75.6% | $6,690+15.9% |
| Admin fee / account holder | $84 | $10,256-99.2% | $8,290-99.0% | $13,400-99.4% |