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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 | $152,354 | $217,432-29.9% | $185,849-18.0% | $167,536-9.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.19% | 148.42%-132.2pp | 122.10%-105.9pp | 478.82%-462.6pp |
| Employer contribution / active EE | $7,460 | $5,875+27.0% | $5,169+44.3% | $4,839+54.2% |
| Participant deferral / active EE | $12,922 | $6,357+103.3% | $5,569+132.1% | $6,342+103.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |