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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 | $52,204 | $217,432-76.0% | $185,849-71.9% | $167,536-68.8% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 15.60% | 148.42%-132.8pp | 122.10%-106.5pp | 478.82%-463.2pp |
| Employer contribution / active EE | $11,402 | $5,875+94.1% | $5,169+120.6% | $4,839+135.6% |
| Participant deferral / active EE | $3,091 | $6,357-51.4% | $5,569-44.5% | $6,342-51.3% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |