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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 | $98,335 | $157,296-37.5% | $141,191-30.4% | $152,897-35.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.18% | 64.34%-44.2pp | 71.41%-51.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $6,693 | $5,262+27.2% | $4,736+41.3% | $4,764+40.5% |
| Participant deferral / active EE | $9,267 | $7,111+30.3% | $6,710+38.1% | $5,851+58.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |