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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 | $121,656-32.1% | $104,614-21.1% | $158,950-48.1% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.6pp | 82.0%-10.5pp |
| Annual return | 23.47% | 465.51%-442.0pp | 340.56%-317.1pp | 302.91%-279.4pp |
| Employer contribution / active EE | $9,339 | $3,164+195.1% | $2,681+248.3% | $4,762+96.1% |
| Participant deferral / active EE | $8,441 | $4,177+102.1% | $3,739+125.7% | $5,983+41.1% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |