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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 | $51,520 | $160,070-67.8% | $147,117-65.0% | $145,897-64.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 21.11% | 98.69%-77.6pp | 420.54%-399.4pp | 552.29%-531.2pp |
| Employer contribution / active EE | $5,982 | $5,285+13.2% | $4,932+21.3% | $4,663+28.3% |
| Participant deferral / active EE | $10,017 | $8,419+19.0% | $8,065+24.2% | $6,689+49.7% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |