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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 | $165,328 | $183,592-9.9% | $155,567+6.3% | $145,959+13.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.99% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-551.0pp |
| Employer contribution / active EE | $4,167 | $5,315-21.6% | $4,674-10.9% | $4,661-10.6% |
| Participant deferral / active EE | $16,233 | $6,464+151.1% | $5,628+188.5% | $6,689+142.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |