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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 | $89,055 | $175,231-49.2% | $149,696-40.5% | $139,466-36.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.42% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,928 | $5,478-64.8% | $4,821-60.0% | $4,754-59.4% |
| Participant deferral / active EE | $12,226 | $6,521+87.5% | $5,682+115.2% | $6,712+82.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |