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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 | $81,550 | $144,124-43.4% | $117,857-30.8% | $147,585-44.7% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 28.49% | 531.17%-502.7pp | 335.09%-306.6pp | 578.57%-550.1pp |
| Employer contribution / active EE | $14,854 | $4,897+203.4% | $3,786+292.3% | $4,876+204.6% |
| Participant deferral / active EE | $6,472 | $5,316+21.7% | $4,482+44.4% | $5,439+19.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |