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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 | $68,855 | $183,539-62.5% | $155,556-55.7% | $145,897-52.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 20.39% | 61.31%-40.9pp | 64.84%-44.5pp | 552.29%-531.9pp |
| Employer contribution / active EE | $11,251 | $5,315+111.7% | $4,675+140.6% | $4,663+141.3% |
| Participant deferral / active EE | $5,588 | $6,467-13.6% | $5,631-0.8% | $6,689-16.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |