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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 | $121,723 | $165,381-26.4% | $149,730-18.7% | $158,966-23.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.10% | 348.29%-329.2pp | 276.70%-257.6pp | 302.95%-283.8pp |
| Employer contribution / active EE | $8,672 | $5,104+69.9% | $4,645+86.7% | $4,762+82.1% |
| Participant deferral / active EE | $9,404 | $7,182+30.9% | $6,843+37.4% | $5,983+57.2% |
| Admin fee / account holder | $3 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |