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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 | $100,307 | $129,737-22.7% | $119,126-15.8% | $154,746-35.2% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 14.63% | 379.08%-364.5pp | 282.11%-267.5pp | 172.34%-157.7pp |
| Employer contribution / active EE | $7,779 | $4,375+77.8% | $4,034+92.9% | $4,379+77.6% |
| Participant deferral / active EE | $26,218 | $5,842+348.8% | $5,318+393.0% | $6,730+289.5% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |