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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 | $52,860 | $138,102-61.7% | $125,381-57.8% | $134,532-60.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | 9.03% | 750.73%-741.7pp | 572.31%-563.3pp | 418.27%-409.2pp |
| Employer contribution / active EE | $2,407 | $5,245-54.1% | $4,815-50.0% | $4,741-49.2% |
| Participant deferral / active EE | $11,695 | $7,801+49.9% | $7,448+57.0% | $6,401+82.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |