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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 | $239,984 | $124,351+93.0% | $109,188+119.8% | $167,553+43.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.23% | 26.04%-10.8pp | 25.76%-10.5pp | 478.89%-463.7pp |
| Employer contribution / active EE | $5,099 | $4,210+21.1% | $3,723+36.9% | $4,840+5.4% |
| Participant deferral / active EE | $7,925 | $5,257+50.8% | $4,654+70.3% | $6,343+24.9% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |