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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 | $82,574 | $121,677-32.1% | $104,625-21.1% | $158,966-48.1% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.6pp | 82.0%-10.5pp |
| Annual return | 23.47% | 465.58%-442.1pp | 340.60%-317.1pp | 302.95%-279.5pp |
| Employer contribution / active EE | $9,339 | $3,165+195.1% | $2,681+248.3% | $4,762+96.1% |
| Participant deferral / active EE | $8,441 | $4,175+102.2% | $3,738+125.8% | $5,983+41.1% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |