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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 | $102,843 | $217,432-52.7% | $185,851-44.7% | $167,553-38.6% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 19.19% | 148.43%-129.2pp | 122.11%-102.9pp | 478.89%-459.7pp |
| Employer contribution / active EE | $7,007 | $5,874+19.3% | $5,168+35.6% | $4,840+44.8% |
| Participant deferral / active EE | $4,317 | $6,357-32.1% | $5,569-22.5% | $6,343-31.9% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |