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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 | $78,550 | $175,259-55.2% | $149,723-47.5% | $139,487-43.7% |
| Participation rate | 88.2% | 83.4%+4.8pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 32.05% | 166.82%-134.8pp | 134.50%-102.4pp | 373.84%-341.8pp |
| Employer contribution / active EE | $7,051 | $5,478+28.7% | $4,821+46.2% | $4,755+48.3% |
| Participant deferral / active EE | $7,881 | $6,522+20.8% | $5,682+38.7% | $6,713+17.4% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |