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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 | $54,451 | $176,105-69.1% | $159,474-65.9% | $167,536-67.5% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 14.36% | 331.91%-317.5pp | 263.68%-249.3pp | 478.82%-464.5pp |
| Employer contribution / active EE | $5,999 | $5,299+13.2% | $4,831+24.2% | $4,839+24.0% |
| Participant deferral / active EE | $17,352 | $7,751+123.9% | $7,353+136.0% | $6,342+173.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |