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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 | $98,965 | $197,637-49.9% | $177,848-44.4% | $158,982-37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 40.09% | 58.77%-18.7pp | 48.33%-8.2pp | 302.99%-262.9pp |
| Employer contribution / active EE | $7,470 | $6,698+11.5% | $5,919+26.2% | $4,763+56.8% |
| Participant deferral / active EE | $8,533 | $8,405+1.5% | $7,714+10.6% | $5,983+42.6% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |