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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 | $137,270 | $176,077-22.0% | $159,455-13.9% | $167,518-18.1% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 34.26% | 331.83%-297.6pp | 263.63%-229.4pp | 478.71%-444.5pp |
| Employer contribution / active EE | $36,699 | $5,298+592.7% | $4,830+659.8% | $4,838+658.5% |
| Participant deferral / active EE | $16,459 | $7,751+112.4% | $7,353+123.8% | $6,342+159.5% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |