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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 | $65,461 | $157,304-58.4% | $141,197-53.6% | $152,909-57.2% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 301.10% | 64.34%+236.8pp | 71.41%+229.7pp | 345.46%-44.4pp |
| Employer contribution / active EE | $4,713 | $5,263-10.4% | $4,736-0.5% | $4,764-1.1% |
| Participant deferral / active EE | $9,412 | $7,111+32.4% | $6,710+40.3% | $5,851+60.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |