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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 | $54,105 | $165,381-67.3% | $149,730-63.9% | $158,966-66.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 48.71% | 348.29%-299.6pp | 276.70%-228.0pp | 302.95%-254.2pp |
| Employer contribution / active EE | $7,679 | $5,104+50.4% | $4,645+65.3% | $4,762+61.2% |
| Participant deferral / active EE | $14,475 | $7,182+101.5% | $6,843+111.5% | $5,983+141.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |