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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 | $108,954 | $157,276-30.7% | $141,177-22.8% | $152,885-28.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 24.34% | 64.33%-40.0pp | 71.40%-47.1pp | 345.39%-321.1pp |
| Employer contribution / active EE | $12,188 | $5,262+131.6% | $4,736+157.4% | $4,763+155.9% |
| Participant deferral / active EE | $10,187 | $7,110+43.3% | $6,710+51.8% | $5,851+74.1% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |