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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 | $70,953 | $160,070-55.7% | $147,117-51.8% | $145,897-51.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.60% | 98.69%-85.1pp | 420.54%-406.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $7,404 | $5,285+40.1% | $4,932+50.1% | $4,663+58.8% |
| Participant deferral / active EE | $5,430 | $8,419-35.5% | $8,065-32.7% | $6,689-18.8% |
| Admin fee / account holder | $15 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |