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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 | $73,844 | $176,105-58.1% | $159,474-53.7% | $167,536-55.9% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 43.96% | 331.91%-288.0pp | 263.68%-219.7pp | 478.82%-434.9pp |
| Employer contribution / active EE | $10,769 | $5,299+103.2% | $4,831+122.9% | $4,839+122.5% |
| Participant deferral / active EE | $7,763 | $7,751+0.2% | $7,353+5.6% | $6,342+22.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |