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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 | $176,077-58.1% | $159,455-53.7% | $167,518-55.9% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 43.96% | 331.83%-287.9pp | 263.63%-219.7pp | 478.71%-434.7pp |
| Employer contribution / active EE | $10,769 | $5,298+103.3% | $4,830+123.0% | $4,838+122.6% |
| Participant deferral / active EE | $7,763 | $7,751+0.2% | $7,353+5.6% | $6,342+22.4% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |