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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 | $95,618 | $217,427-56.0% | $185,837-48.5% | $167,518-42.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.67% | 148.39%-134.7pp | 122.08%-108.4pp | 478.71%-465.0pp |
| Employer contribution / active EE | $6,188 | $5,874+5.3% | $5,168+19.7% | $4,838+27.9% |
| Participant deferral / active EE | $5,881 | $6,357-7.5% | $5,568+5.6% | $6,342-7.3% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |