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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 | $166,268-43.8% | $165,100-43.4% | $145,897-35.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 8.94% | 100.52%-91.6pp | 70.21%-61.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $7,732 | $5,284+46.3% | $4,348+77.8% | $4,663+65.8% |
| Participant deferral / active EE | $11,393 | $6,964+63.6% | $6,035+88.8% | $6,689+70.3% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |