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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 | $94,009 | $160,028-41.3% | $147,080-36.1% | $145,884-35.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.75% | 98.60%-87.8pp | 420.17%-409.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $5,810 | $5,286+9.9% | $4,933+17.8% | $4,662+24.6% |
| Participant deferral / active EE | $11,318 | $8,422+34.4% | $8,066+40.3% | $6,690+69.2% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |