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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 | $160,040-41.3% | $147,096-36.1% | $145,877-35.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 10.75% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $5,810 | $5,289+9.8% | $4,936+17.7% | $4,663+24.6% |
| Participant deferral / active EE | $11,318 | $8,429+34.3% | $8,071+40.2% | $6,691+69.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |