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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 | $117,601 | $183,592-35.9% | $155,574-24.4% | $145,877-19.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.55% | 61.37%-48.8pp | 64.87%-52.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $6,610 | $5,317+24.3% | $4,676+41.4% | $4,663+41.8% |
| Participant deferral / active EE | $14,050 | $6,466+117.3% | $5,629+149.6% | $6,691+110.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |