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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 | $136,506 | $157,296-13.2% | $141,191-3.3% | $152,897-10.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.09% | 64.34%-36.2pp | 71.41%-43.3pp | 345.43%-317.3pp |
| Employer contribution / active EE | $6,586 | $5,262+25.2% | $4,736+39.1% | $4,764+38.3% |
| Participant deferral / active EE | $10,785 | $7,111+51.7% | $6,710+60.7% | $5,851+84.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |