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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 | $131,149 | $157,296-16.6% | $141,191-7.1% | $152,897-14.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.13% | 64.34%-35.2pp | 71.41%-42.3pp | 345.43%-316.3pp |
| Employer contribution / active EE | $8,564 | $5,262+62.7% | $4,736+80.8% | $4,764+79.8% |
| Participant deferral / active EE | $14,936 | $7,111+110.0% | $6,710+122.6% | $5,851+155.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |