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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 | $106,678 | $217,432-50.9% | $185,851-42.6% | $167,553-36.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.45% | 148.43%-139.0pp | 122.11%-112.7pp | 478.89%-469.4pp |
| Employer contribution / active EE | $5,195 | $5,874-11.6% | $5,168+0.5% | $4,840+7.3% |
| Participant deferral / active EE | $8,046 | $6,357+26.6% | $5,569+44.5% | $6,343+26.8% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |