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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 | $117,187 | $172,111-31.9% | $150,298-22.0% | $137,256-14.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.26% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $5,644 | $4,636+21.7% | $4,154+35.9% | $4,156+35.8% |
| Participant deferral / active EE | $20,667 | $6,166+235.2% | $5,453+279.0% | $6,407+222.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |