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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 | $126,733 | $198,457-36.1% | $170,435-25.6% | $147,586-14.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.81% | 257.30%-247.5pp | 205.94%-196.1pp | 578.59%-568.8pp |
| Employer contribution / active EE | $6,238 | $6,183+0.9% | $5,432+14.8% | $4,876+27.9% |
| Participant deferral / active EE | $6,729 | $5,629+19.5% | $4,939+36.2% | $5,439+23.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |