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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 | $90,164 | $217,432-58.5% | $185,851-51.5% | $167,553-46.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.61% | 148.43%-134.8pp | 122.11%-108.5pp | 478.89%-465.3pp |
| Employer contribution / active EE | $8,706 | $5,874+48.2% | $5,168+68.4% | $4,840+79.9% |
| Participant deferral / active EE | $5,620 | $6,357-11.6% | $5,569+0.9% | $6,343-11.4% |
| Admin fee / account holder | $102 | $19,820-99.5% | $16,245-99.4% | $12,316-99.2% |