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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 | $98,068 | $102,385-4.2% | $147,080-33.3% | $80,935+21.2% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 13.56% | 135.09%-121.5pp | 420.17%-406.6pp | 35.66%-22.1pp |
| Employer contribution / active EE | $3,914 | $3,717+5.3% | $4,933-20.7% | $2,757+42.0% |
| Participant deferral / active EE | $9,580 | $6,651+44.0% | $8,066+18.8% | $4,299+122.8% |
| Admin fee / account holder | $170 | $7,951-97.9% | $12,989-98.7% | $6,924-97.5% |