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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 | $95,713 | $175,257-45.4% | $149,717-36.1% | $139,456-31.4% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 14.82% | 166.70%-151.9pp | 134.41%-119.6pp | 373.45%-358.6pp |
| Employer contribution / active EE | $10,797 | $5,477+97.2% | $4,820+124.0% | $4,753+127.2% |
| Participant deferral / active EE | $4,051 | $6,521-37.9% | $5,682-28.7% | $6,711-39.6% |
| Admin fee / account holder | $117 | $16,156-99.3% | $13,213-99.1% | $11,407-99.0% |