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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 | $74,970 | $165,399-54.7% | $149,745-49.9% | $158,982-52.8% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 25.21% | 348.34%-323.1pp | 276.72%-251.5pp | 302.99%-277.8pp |
| Employer contribution / active EE | $7,280 | $5,105+42.6% | $4,646+56.7% | $4,763+52.8% |
| Participant deferral / active EE | $15,744 | $7,183+119.2% | $6,843+130.1% | $5,983+163.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |