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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 | $210,075 | $217,427-3.4% | $185,837+13.0% | $167,518+25.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.89% | 148.39%-138.5pp | 122.08%-112.2pp | 478.71%-468.8pp |
| Employer contribution / active EE | $9,331 | $5,874+58.8% | $5,168+80.6% | $4,838+92.8% |
| Participant deferral / active EE | $8,198 | $6,357+29.0% | $5,568+47.2% | $6,342+29.3% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |