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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 | $102,993 | $157,304-34.5% | $141,197-27.1% | $152,909-32.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.10% | 64.34%-44.2pp | 71.41%-51.3pp | 345.46%-325.4pp |
| Employer contribution / active EE | $7,932 | $5,263+50.7% | $4,736+67.5% | $4,764+66.5% |
| Participant deferral / active EE | $7,878 | $7,111+10.8% | $6,710+17.4% | $5,851+34.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |