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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 | $42,510 | $166,268-74.4% | $165,100-74.3% | $145,897-70.9% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 15.04% | 100.52%-85.5pp | 70.21%-55.2pp | 552.29%-537.3pp |
| Employer contribution / active EE | $5,669 | $5,284+7.3% | $4,348+30.4% | $4,663+21.6% |
| Participant deferral / active EE | $9,103 | $6,964+30.7% | $6,035+50.8% | $6,689+36.1% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |