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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 | $90,182 | $209,422-56.9% | $178,503-49.5% | $158,982-43.3% |
| Participation rate | 89.5% | 86.4%+3.1pp | 81.9%+7.5pp | 82.0%+7.5pp |
| Annual return | 31.72% | 188.81%-157.1pp | 151.12%-119.4pp | 302.99%-271.3pp |
| Employer contribution / active EE | $19,920 | $5,707+249.0% | $5,011+297.5% | $4,763+318.2% |
| Participant deferral / active EE | $19,136 | $5,955+221.3% | $5,202+267.8% | $5,983+219.8% |
| Admin fee / account holder | $291 | $17,079-98.3% | $13,987-97.9% | $11,252-97.4% |