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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 | $101,169 | $114,013-11.3% | $103,693-2.4% | $155,188-34.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 59.78% | 49.31%+10.5pp | 47.61%+12.2pp | 148.84%-89.1pp |
| Employer contribution / active EE | $4,064 | $3,131+29.8% | $2,920+39.2% | $4,248-4.3% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |