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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 | $92,386 | $108,911-15.2% | $100,392-8.0% | $145,884-36.7% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 18.44% | 58.23%-39.8pp | 49.45%-31.0pp | 551.85%-533.4pp |
| Employer contribution / active EE | $6,017 | $4,420+36.1% | $3,941+52.6% | $4,662+29.0% |
| Participant deferral / active EE | $8,644 | $8,459+2.2% | $8,090+6.8% | $6,690+29.2% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |