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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 | $101,526 | $107,341-5.4% | $92,897+9.3% | $152,870-33.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.07% | 145.59%-121.5pp | 109.42%-85.4pp | 345.34%-321.3pp |
| Employer contribution / active EE | $4,548 | $4,221+7.7% | $3,653+24.5% | $4,763-4.5% |
| Participant deferral / active EE | $10,324 | $4,847+113.0% | $4,238+143.6% | $5,850+76.5% |
| Admin fee / account holder | $0 | $7,080-100.0% | $5,794-100.0% | $11,597-100.0% |