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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 | $48,457 | $183,539-73.6% | $155,556-68.8% | $145,897-66.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 18.09% | 61.31%-43.2pp | 64.84%-46.7pp | 552.29%-534.2pp |
| Employer contribution / active EE | $6,983 | $5,315+31.4% | $4,675+49.4% | $4,663+49.8% |
| Participant deferral / active EE | $6,305 | $6,467-2.5% | $5,631+12.0% | $6,689-5.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |