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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 | $67,688 | $176,077-61.6% | $159,455-57.6% | $167,518-59.6% |
| Participation rate | 88.9% | 84.9%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 19.53% | 331.83%-312.3pp | 263.63%-244.1pp | 478.71%-459.2pp |
| Employer contribution / active EE | $4,701 | $5,298-11.3% | $4,830-2.7% | $4,838-2.8% |
| Participant deferral / active EE | $10,574 | $7,751+36.4% | $7,353+43.8% | $6,342+66.7% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |