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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 | $82,159 | $165,351-50.3% | $149,710-45.1% | $158,931-48.3% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 17.57% | 348.19%-330.6pp | 276.63%-259.1pp | 302.86%-285.3pp |
| Employer contribution / active EE | $9,361 | $5,103+83.4% | $4,645+101.5% | $4,761+96.6% |
| Participant deferral / active EE | $6,324 | $7,181-11.9% | $6,842-7.6% | $5,982+5.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |