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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 | $165,399-50.3% | $149,745-45.1% | $158,982-48.3% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 17.57% | 348.34%-330.8pp | 276.72%-259.1pp | 302.99%-285.4pp |
| Employer contribution / active EE | $9,361 | $5,105+83.4% | $4,646+101.5% | $4,763+96.5% |
| Participant deferral / active EE | $6,324 | $7,183-12.0% | $6,843-7.6% | $5,983+5.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |