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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 | $78,531 | $209,425-62.5% | $178,499-56.0% | $158,966-50.6% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 20.98% | 188.80%-167.8pp | 151.10%-130.1pp | 302.95%-282.0pp |
| Employer contribution / active EE | $2,606 | $5,707-54.3% | $5,011-48.0% | $4,762-45.3% |
| Participant deferral / active EE | $7,698 | $5,955+29.3% | $5,202+48.0% | $5,983+28.7% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |