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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 | $86,181 | $157,276-45.2% | $141,177-39.0% | $152,885-43.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 78.49% | 64.33%+14.2pp | 71.40%+7.1pp | 345.39%-266.9pp |
| Employer contribution / active EE | $7,838 | $5,262+49.0% | $4,736+65.5% | $4,763+64.5% |
| Participant deferral / active EE | $14,650 | $7,110+106.0% | $6,710+118.3% | $5,851+150.4% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |