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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 | $132,795 | $176,105-24.6% | $159,474-16.7% | $167,536-20.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.30% | 331.91%-303.6pp | 263.68%-235.4pp | 478.82%-450.5pp |
| Employer contribution / active EE | $8,780 | $5,299+65.7% | $4,831+81.8% | $4,839+81.4% |
| Participant deferral / active EE | $6,653 | $7,751-14.2% | $7,353-9.5% | $6,342+4.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |