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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 | $147,962 | $183,592-19.4% | $155,567-4.9% | $145,959+1.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.00% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-548.0pp |
| Employer contribution / active EE | $3,309 | $5,315-37.7% | $4,674-29.2% | $4,661-29.0% |
| Participant deferral / active EE | $10,569 | $6,464+63.5% | $5,628+87.8% | $6,689+58.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |