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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 | $136,831 | $183,516-25.4% | $155,534-12.0% | $145,884-6.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.39% | 61.43%-52.0pp | 64.92%-55.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $4,012 | $5,315-24.5% | $4,675-14.2% | $4,662-14.0% |
| Participant deferral / active EE | $11,704 | $6,467+81.0% | $5,630+107.9% | $6,690+75.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |