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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 | $45,924 | $144,130-68.1% | $117,861-61.0% | $147,586-68.9% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 22.20% | 531.20%-509.0pp | 335.11%-312.9pp | 578.59%-556.4pp |
| Employer contribution / active EE | $7,545 | $4,897+54.1% | $3,786+99.3% | $4,876+54.7% |
| Participant deferral / active EE | $6,543 | $5,316+23.1% | $4,482+46.0% | $5,439+20.3% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |