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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 | $62,886 | $165,399-62.0% | $149,745-58.0% | $158,982-60.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.99% | 348.34%-319.3pp | 276.72%-247.7pp | 302.99%-274.0pp |
| Employer contribution / active EE | $6,568 | $5,105+28.7% | $4,646+41.4% | $4,763+37.9% |
| Participant deferral / active EE | $16,420 | $7,183+128.6% | $6,843+140.0% | $5,983+174.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |