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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 | $90,787 | $107,353-15.4% | $92,903-2.3% | $152,885-40.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 22.97% | 145.62%-122.6pp | 109.43%-86.5pp | 345.39%-322.4pp |
| Employer contribution / active EE | $8,871 | $4,222+110.1% | $3,653+142.8% | $4,763+86.2% |
| Participant deferral / active EE | $5,820 | $4,848+20.1% | $4,238+37.3% | $5,851-0.5% |
| Admin fee / account holder | $20 | $7,081-99.7% | $5,795-99.7% | $11,598-99.8% |