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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 | $36,806 | $110,212-66.6% | $96,534-61.9% | $139,466-73.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 105.49% | 26.42%+79.1pp | 25.88%+79.6pp | 373.66%-268.2pp |
| Employer contribution / active EE | $5,992 | $3,620+65.5% | $2,965+102.1% | $4,754+26.0% |
| Participant deferral / active EE | $7,809 | $5,547+40.8% | $4,851+61.0% | $6,712+16.3% |
| Admin fee / account holder | $99 | $11,599-99.1% | $8,253-98.8% | $11,409-99.1% |