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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 | $183,592-62.5% | $155,574-55.7% | $145,877-52.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 20.39% | 61.37%-41.0pp | 64.87%-44.5pp | 551.28%-530.9pp |
| Employer contribution / active EE | $11,251 | $5,317+111.6% | $4,676+140.6% | $4,663+141.3% |
| Participant deferral / active EE | $5,588 | $6,466-13.6% | $5,629-0.7% | $6,691-16.5% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |