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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 | $45,966 | $148,629-69.1% | $135,982-66.2% | $139,487-67.0% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 13.89% | 79.33%-65.4pp | 68.32%-54.4pp | 373.84%-360.0pp |
| Employer contribution / active EE | $1,005 | $5,247-80.8% | $4,859-79.3% | $4,755-78.9% |
| Participant deferral / active EE | $9,148 | $8,102+12.9% | $7,760+17.9% | $6,713+36.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |