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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 | $134,018 | $148,623-9.8% | $135,974-1.4% | $139,466-3.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.70% | 79.30%-60.6pp | 68.30%-49.6pp | 373.66%-355.0pp |
| Employer contribution / active EE | $13,913 | $5,246+165.2% | $4,859+186.3% | $4,754+192.7% |
| Participant deferral / active EE | $9,799 | $8,103+20.9% | $7,760+26.3% | $6,712+46.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |