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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 | $35,953 | $198,457-81.9% | $170,435-78.9% | $147,586-75.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 21.75% | 257.30%-235.5pp | 205.94%-184.2pp | 578.59%-556.8pp |
| Employer contribution / active EE | $10,159 | $6,183+64.3% | $5,432+87.0% | $4,876+108.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |