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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 | $71,975 | $165,399-56.5% | $149,745-51.9% | $158,982-54.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.65% | 348.34%-333.7pp | 276.72%-262.1pp | 302.99%-288.3pp |
| Employer contribution / active EE | $6,910 | $5,105+35.4% | $4,646+48.7% | $4,763+45.1% |
| Participant deferral / active EE | $6,500 | $7,183-9.5% | $6,843-5.0% | $5,983+8.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |