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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 | $99,045 | $217,432-54.4% | $185,851-46.7% | $167,553-40.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.42% | 148.43%-136.0pp | 122.11%-109.7pp | 478.89%-466.5pp |
| Employer contribution / active EE | $8,252 | $5,874+40.5% | $5,168+59.7% | $4,840+70.5% |
| Participant deferral / active EE | $5,699 | $6,357-10.4% | $5,569+2.3% | $6,343-10.2% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |