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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 | $26,926 | $107,363-74.9% | $92,909-71.0% | $152,897-82.4% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.5%-9.7pp |
| Annual return | 20.87% | 145.63%-124.8pp | 109.44%-88.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $5,087 | $4,222+20.5% | $3,653+39.2% | $4,764+6.8% |
| Participant deferral / active EE | $2,469 | $4,848-49.1% | $4,238-41.7% | $5,851-57.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |