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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 | $82,086 | $134,817-39.1% | $123,973-33.8% | $155,188-47.1% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.7%+18.1pp | 80.8%+13.9pp |
| Annual return | 27.49% | 515.49%-488.0pp | 388.13%-360.6pp | 148.84%-121.3pp |
| Employer contribution / active EE | $8,007 | $4,425+80.9% | $4,126+94.1% | $4,248+88.5% |
| Participant deferral / active EE | $5,681 | $5,706-0.4% | $5,247+8.3% | $6,531-13.0% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |