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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 | $110,880 | $165,361-32.9% | $149,715-25.9% | $158,950-30.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.69% | 348.24%-335.5pp | 276.66%-264.0pp | 302.91%-290.2pp |
| Employer contribution / active EE | $3,642 | $5,103-28.6% | $4,645-21.6% | $4,762-23.5% |
| Participant deferral / active EE | $11,005 | $7,182+53.2% | $6,842+60.8% | $5,983+84.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |