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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 | $129,222 | $197,819-34.7% | $155,789-17.1% | $125,388+3.1% |
| Participation rate | 83.3% | 82.1%+1.2pp | 76.1%+7.2pp | 83.2%+0.1pp |
| Annual return | 17.05% | 86.73%-69.7pp | 71.54%-54.5pp | 282.24%-265.2pp |
| Employer contribution / active EE | $4,121 | $4,850-15.0% | $3,839+7.4% | $4,866-15.3% |
| Participant deferral / active EE | $9,986 | $5,631+77.3% | $4,798+108.1% | $5,352+86.6% |
| Admin fee / account holder | $20 | $9,544-99.8% | $7,477-99.7% | $9,541-99.8% |