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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 | $248,886 | $155,555+60.0% | $146,866+69.5% | $155,188+60.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.38% | 115.41%-100.0pp | 102.85%-87.5pp | 148.84%-133.5pp |
| Employer contribution / active EE | $6,981 | $4,647+50.2% | $4,425+57.8% | $4,248+64.3% |
| Participant deferral / active EE | $11,208 | $8,044+39.3% | $7,759+44.4% | $6,531+71.6% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |