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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 | $119,558 | $162,136-26.3% | $152,301-21.5% | $154,746-22.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.36% | 91.02%-71.7pp | 80.50%-61.1pp | 172.34%-153.0pp |
| Employer contribution / active EE | $12,650 | $4,890+158.7% | $4,624+173.5% | $4,379+188.9% |
| Participant deferral / active EE | $8,332 | $8,341-0.1% | $8,004+4.1% | $6,730+23.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |