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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 | $119,100 | $183,592-35.1% | $155,574-23.4% | $145,877-18.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.37% | 61.37%-44.0pp | 64.87%-47.5pp | 551.28%-533.9pp |
| Employer contribution / active EE | $8,284 | $5,317+55.8% | $4,676+77.2% | $4,663+77.7% |
| Participant deferral / active EE | $8,357 | $6,466+29.2% | $5,629+48.4% | $6,691+24.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |