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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 | $129,893 | $227,291-42.9% | $214,702-39.5% | $155,188-16.3% |
| Participation rate | 92.9% | 88.0%+4.9pp | 87.5%+5.4pp | 80.8%+12.1pp |
| Annual return | 16.15% | 60.08%-43.9pp | 54.55%-38.4pp | 148.84%-132.7pp |
| Employer contribution / active EE | $9,145 | $6,772+35.0% | $6,461+41.5% | $4,248+115.3% |
| Participant deferral / active EE | $7,485 | $9,582-21.9% | $9,147-18.2% | $6,531+14.6% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |