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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 | $212,713 | $217,432-2.2% | $185,851+14.5% | $167,553+27.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.39% | 148.43%-137.0pp | 122.11%-110.7pp | 478.89%-467.5pp |
| Employer contribution / active EE | $1,434 | $5,874-75.6% | $5,168-72.3% | $4,840-70.4% |
| Participant deferral / active EE | $10,530 | $6,357+65.6% | $5,569+89.1% | $6,343+66.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |