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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 | $152,702 | $169,356-9.8% | $129,406+18.0% | $145,897+4.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 11.38% | 14418.62%-14407.2pp | 9468.18%-9456.8pp | 552.29%-540.9pp |
| Employer contribution / active EE | $3,626 | $5,542-34.6% | $4,155-12.7% | $4,663-22.2% |
| Participant deferral / active EE | $7,031 | $4,987+41.0% | $4,167+68.7% | $6,689+5.1% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |