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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 | $205,451 | $135,956+51.1% | $123,894+65.8% | $273,972-25.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,984 | $5,170+15.7% | $4,617+29.6% | $4,869+22.9% |
| Participant deferral / active EE | $12,202 | $6,343+92.4% | $5,984+103.9% | $5,287+130.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |