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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 | $163,885 | $197,637-17.1% | $177,848-7.9% | $158,982+3.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.35% | 58.77%-48.4pp | 48.33%-38.0pp | 302.99%-292.6pp |
| Employer contribution / active EE | $11,667 | $6,698+74.2% | $5,919+97.1% | $4,763+145.0% |
| Participant deferral / active EE | $11,050 | $8,405+31.5% | $7,714+43.3% | $5,983+84.7% |
| Admin fee / account holder | $100 | $15,406-99.4% | $12,431-99.2% | $11,252-99.1% |