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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 | $69,597 | $156,398-55.5% | $147,318-52.8% | $138,895-49.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 92.63% | 78.75%+13.9pp | 70.43%+22.2pp | 145.39%-52.8pp |
| Employer contribution / active EE | $4,320 | $4,853-11.0% | $4,593-5.9% | $4,194+3.0% |
| Participant deferral / active EE | $16,520 | $8,237+100.5% | $7,906+108.9% | $6,396+158.3% |
| Admin fee / account holder | $25 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |