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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 | $106,230 | $209,425-49.3% | $178,499-40.5% | $158,966-33.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.35% | 188.80%-166.4pp | 151.10%-128.8pp | 302.95%-280.6pp |
| Employer contribution / active EE | $8,323 | $5,707+45.8% | $5,011+66.1% | $4,762+74.8% |
| Participant deferral / active EE | $20,093 | $5,955+237.4% | $5,202+286.2% | $5,983+235.8% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |