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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 | $111,517 | $217,432-48.7% | $185,851-40.0% | $167,553-33.4% |
| Participation rate | 94.1% | 86.1%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 16.55% | 148.43%-131.9pp | 122.11%-105.6pp | 478.89%-462.3pp |
| Employer contribution / active EE | $8,939 | $5,874+52.2% | $5,168+72.9% | $4,840+84.7% |
| Participant deferral / active EE | $7,986 | $6,357+25.6% | $5,569+43.4% | $6,343+25.9% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |