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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 | $49,791 | $160,070-68.9% | $147,117-66.2% | $145,897-65.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.50% | 98.69%-84.2pp | 420.54%-406.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $5,360 | $5,285+1.4% | $4,932+8.7% | $4,663+14.9% |
| Participant deferral / active EE | $12,964 | $8,419+54.0% | $8,065+60.8% | $6,689+93.8% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |