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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 | $138,702 | $165,361-16.1% | $149,715-7.4% | $158,950-12.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.95% | 348.24%-330.3pp | 276.66%-258.7pp | 302.91%-285.0pp |
| Employer contribution / active EE | $7,778 | $5,103+52.4% | $4,645+67.5% | $4,762+63.3% |
| Participant deferral / active EE | $8,521 | $7,182+18.7% | $6,842+24.5% | $5,983+42.4% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |