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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 | $110,548 | $198,461-44.3% | $170,436-35.1% | $147,585-25.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.97% | 257.30%-244.3pp | 205.94%-193.0pp | 578.57%-565.6pp |
| Employer contribution / active EE | $6,888 | $6,184+11.4% | $5,433+26.8% | $4,876+41.3% |
| Participant deferral / active EE | $8,815 | $5,629+56.6% | $4,939+78.5% | $5,439+62.1% |
| Admin fee / account holder | $28 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |