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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 | $101,309 | $157,304-35.6% | $141,197-28.3% | $152,909-33.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 24.73% | 64.34%-39.6pp | 71.41%-46.7pp | 345.46%-320.7pp |
| Employer contribution / active EE | $11,694 | $5,263+122.2% | $4,736+146.9% | $4,764+145.5% |
| Participant deferral / active EE | $10,730 | $7,111+50.9% | $6,710+59.9% | $5,851+83.4% |
| Admin fee / account holder | $1 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |