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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 | $31,086 | $183,539-83.1% | $155,556-80.0% | $145,897-78.7% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 13.84% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $4,611 | $5,315-13.3% | $4,675-1.4% | $4,663-1.1% |
| Participant deferral / active EE | $7,074 | $6,467+9.4% | $5,631+25.6% | $6,689+5.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |