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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 | $87,839 | $159,934-45.1% | $147,005-40.2% | $145,959-39.8% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 11.58% | 98.24%-86.7pp | 418.76%-407.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $6,661 | $5,287+26.0% | $4,934+35.0% | $4,661+42.9% |
| Participant deferral / active EE | $6,244 | $8,427-25.9% | $8,070-22.6% | $6,689-6.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |