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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 | $99,607 | $183,592-45.7% | $155,574-36.0% | $145,877-31.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 10.47% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $6,042 | $5,317+13.6% | $4,676+29.2% | $4,663+29.6% |
| Participant deferral / active EE | $6,774 | $6,466+4.8% | $5,629+20.3% | $6,691+1.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |