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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 | $36,351 | $138,072-73.7% | $123,549-70.6% | $135,382-73.1% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | 14.54% | 153.69%-139.2pp | 119.20%-104.7pp | 519.77%-505.2pp |
| Employer contribution / active EE | $2,147 | $5,152-58.3% | $4,628-53.6% | $4,779-55.1% |
| Participant deferral / active EE | $5,916 | $6,799-13.0% | $6,426-7.9% | $5,609+5.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |