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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 | $42,809 | $226,135-81.1% | $182,558-76.6% | $152,909-72.0% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.6pp | 82.5%-11.0pp |
| Annual return | 45.00% | 192.60%-147.6pp | 148.59%-103.6pp | 345.46%-300.5pp |
| Employer contribution / active EE | $5,015 | $4,979+0.7% | $4,076+23.0% | $4,764+5.3% |
| Participant deferral / active EE | $10,514 | $6,371+65.0% | $5,526+90.3% | $5,851+79.7% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |