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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 | $166,020-43.7% | $164,866-43.3% | $145,959-36.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 8.94% | 100.08%-91.1pp | 69.97%-61.0pp | 561.95%-553.0pp |
| Employer contribution / active EE | $7,732 | $5,275+46.6% | $4,343+78.0% | $4,661+65.9% |
| Participant deferral / active EE | $11,393 | $6,961+63.7% | $6,033+88.8% | $6,689+70.3% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |