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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 | $78,248 | $144,130-45.7% | $117,861-33.6% | $147,586-47.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 24.53% | 531.20%-506.7pp | 335.11%-310.6pp | 578.59%-554.1pp |
| Employer contribution / active EE | $3,263 | $4,897-33.4% | $3,786-13.8% | $4,876-33.1% |
| Participant deferral / active EE | $7,744 | $5,316+45.7% | $4,482+72.8% | $5,439+42.4% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |