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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 | $99,607 | $183,539-45.7% | $155,556-36.0% | $145,897-31.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 10.47% | 61.31%-50.8pp | 64.84%-54.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $6,042 | $5,315+13.7% | $4,675+29.2% | $4,663+29.6% |
| Participant deferral / active EE | $6,774 | $6,467+4.8% | $5,631+20.3% | $6,689+1.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |