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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 | $105,383 | $148,623-29.1% | $135,974-22.5% | $139,466-24.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.54% | 79.30%-63.8pp | 68.30%-52.8pp | 373.66%-358.1pp |
| Employer contribution / active EE | $6,788 | $5,246+29.4% | $4,859+39.7% | $4,754+42.8% |
| Participant deferral / active EE | $18,600 | $8,103+129.6% | $7,760+139.7% | $6,712+177.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |