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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 | $78,764 | $162,785-51.6% | $133,959-41.2% | $158,950-50.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 60.99% | 41.94%+19.0pp | 45.09%+15.9pp | 302.91%-241.9pp |
| Employer contribution / active EE | $5,659 | $4,975+13.7% | $3,919+44.4% | $4,762+18.8% |
| Participant deferral / active EE | $2,500 | $5,910-57.7% | $5,047-50.5% | $5,983-58.2% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |