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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 | $100,535 | $196,972-49.0% | $182,262-44.8% | $198,609-49.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.88% | 158.27%-140.4pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $7,282 | $5,364+35.8% | $5,046+44.3% | $5,055+44.0% |
| Participant deferral / active EE | $10,537 | $8,643+21.9% | $8,276+27.3% | $6,977+51.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |