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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 | $92,012 | $202,440-54.5% | $169,390-45.7% | $139,466-34.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 27.36% | 532.36%-505.0pp | 406.07%-378.7pp | 373.66%-346.3pp |
| Employer contribution / active EE | $5,264 | $4,693+12.2% | $4,013+31.2% | $4,754+10.7% |
| Participant deferral / active EE | $13,599 | $6,940+95.9% | $6,222+118.5% | $6,712+102.6% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |