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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 | $99,381 | $144,130-31.0% | $117,861-15.7% | $147,586-32.7% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 18.16% | 531.20%-513.0pp | 335.11%-316.9pp | 578.59%-560.4pp |
| Employer contribution / active EE | $4,052 | $4,897-17.2% | $3,786+7.0% | $4,876-16.9% |
| Participant deferral / active EE | $7,918 | $5,316+48.9% | $4,482+76.7% | $5,439+45.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |