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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 | $197,594-49.9% | $177,822-44.3% | $158,931-37.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 40.09% | 58.76%-18.7pp | 48.32%-8.2pp | 302.86%-262.8pp |
| Employer contribution / active EE | $7,470 | $6,697+11.5% | $5,918+26.2% | $4,761+56.9% |
| Participant deferral / active EE | $8,533 | $8,405+1.5% | $7,714+10.6% | $5,982+42.6% |
| Admin fee / account holder | $0 | $15,400-100.0% | $12,428-100.0% | $11,247-100.0% |