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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 | $108,739 | $175,212-37.9% | $149,682-27.4% | $139,427-22.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.43% | 166.63%-153.2pp | 134.35%-120.9pp | 373.27%-359.8pp |
| Employer contribution / active EE | $6,928 | $5,475+26.5% | $4,818+43.8% | $4,752+45.8% |
| Participant deferral / active EE | $8,897 | $6,520+36.5% | $5,681+56.6% | $6,711+32.6% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |