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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 | $48,263 | $183,539-73.7% | $155,556-69.0% | $145,897-66.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.33% | 61.31%-47.0pp | 64.84%-50.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $5,295 | $5,315-0.4% | $4,675+13.3% | $4,663+13.6% |
| Participant deferral / active EE | $7,752 | $6,467+19.9% | $5,631+37.7% | $6,689+15.9% |
| Admin fee / account holder | $239 | $19,275-98.8% | $15,885-98.5% | $13,390-98.2% |