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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 | $89,761 | $148,623-39.6% | $135,974-34.0% | $139,466-35.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.35% | 79.30%-64.9pp | 68.30%-54.0pp | 373.66%-359.3pp |
| Employer contribution / active EE | $21,707 | $5,246+313.8% | $4,859+346.7% | $4,754+356.6% |
| Participant deferral / active EE | $11,875 | $8,103+46.6% | $7,760+53.0% | $6,712+76.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |