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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 | $123,109 | $166,242-25.9% | $165,071-25.4% | $145,884-15.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.23% | 100.44%-87.2pp | 70.17%-56.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $4,934 | $5,283-6.6% | $4,347+13.5% | $4,662+5.8% |
| Participant deferral / active EE | $14,292 | $6,964+105.2% | $6,035+136.8% | $6,690+113.6% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |