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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 | $146,033 | $165,381-11.7% | $149,730-2.5% | $158,966-8.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.24% | 348.29%-328.1pp | 276.70%-256.5pp | 302.95%-282.7pp |
| Employer contribution / active EE | $9,481 | $5,104+85.7% | $4,645+104.1% | $4,762+99.1% |
| Participant deferral / active EE | $11,050 | $7,182+53.9% | $6,843+61.5% | $5,983+84.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |