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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 | $72,698 | $144,130-49.6% | $117,861-38.3% | $147,586-50.7% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 20.64% | 531.20%-510.6pp | 335.11%-314.5pp | 578.59%-558.0pp |
| Employer contribution / active EE | $7,617 | $4,897+55.5% | $3,786+101.2% | $4,876+56.2% |
| Participant deferral / active EE | $4,421 | $5,316-16.8% | $4,482-1.4% | $5,439-18.7% |
| Admin fee / account holder | $8 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |