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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 | $111,423 | $183,592-39.3% | $155,574-28.4% | $145,877-23.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.59% | 61.37%-51.8pp | 64.87%-55.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $7,032 | $5,317+32.3% | $4,676+50.4% | $4,663+50.8% |
| Participant deferral / active EE | $8,381 | $6,466+29.6% | $5,629+48.9% | $6,691+25.3% |
| Admin fee / account holder | $3 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |