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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 | $118,684 | $209,425-43.3% | $178,499-33.5% | $158,966-25.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.66% | 188.80%-174.1pp | 151.10%-136.4pp | 302.95%-288.3pp |
| Employer contribution / active EE | $5,816 | $5,707+1.9% | $5,011+16.0% | $4,762+22.1% |
| Participant deferral / active EE | $10,154 | $5,955+70.5% | $5,202+95.2% | $5,983+69.7% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |