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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 | $155,356 | $209,425-25.8% | $178,499-13.0% | $158,966-2.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.81% | 188.80%-161.0pp | 151.10%-123.3pp | 302.95%-275.1pp |
| Employer contribution / active EE | $7,720 | $5,707+35.3% | $5,011+54.1% | $4,762+62.1% |
| Participant deferral / active EE | $8,744 | $5,955+46.8% | $5,202+68.1% | $5,983+46.1% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |