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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 | $124,997 | $148,623-15.9% | $135,974-8.1% | $139,466-10.4% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 18.89% | 79.30%-60.4pp | 68.30%-49.4pp | 373.66%-354.8pp |
| Employer contribution / active EE | $8,944 | $5,246+70.5% | $4,859+84.1% | $4,754+88.1% |
| Participant deferral / active EE | $9,605 | $8,103+18.5% | $7,760+23.8% | $6,712+43.1% |
| Admin fee / account holder | $185 | $12,406-98.5% | $10,767-98.3% | $11,409-98.4% |