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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 | $93,474 | $166,131-43.7% | $164,975-43.3% | $145,877-35.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 8.94% | 100.37%-91.4pp | 70.12%-61.2pp | 551.28%-542.3pp |
| Employer contribution / active EE | $7,732 | $5,276+46.6% | $4,343+78.0% | $4,663+65.8% |
| Participant deferral / active EE | $11,393 | $6,962+63.6% | $6,033+88.8% | $6,691+70.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |