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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 | $86,065 | $148,629-42.1% | $135,982-36.7% | $139,487-38.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.86% | 79.33%-66.5pp | 68.32%-55.5pp | 373.84%-361.0pp |
| Employer contribution / active EE | $5,789 | $5,247+10.3% | $4,859+19.1% | $4,755+21.7% |
| Participant deferral / active EE | $2,900 | $8,102-64.2% | $7,760-62.6% | $6,713-56.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |