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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 | $99,261 | $144,130-31.1% | $117,860-15.8% | $147,585-32.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.0pp | 82.8%+2.9pp |
| Annual return | 15.67% | 531.20%-515.5pp | 335.10%-319.4pp | 578.58%-562.9pp |
| Employer contribution / active EE | $7,148 | $4,897+46.0% | $3,786+88.8% | $4,876+46.6% |
| Participant deferral / active EE | $7,544 | $5,316+41.9% | $4,482+68.3% | $5,439+38.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |