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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 | $134,107 | $183,592-27.0% | $155,567-13.8% | $145,959-8.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.07% | 61.24%-44.2pp | 64.74%-47.7pp | 561.95%-544.9pp |
| Employer contribution / active EE | $7,291 | $5,315+37.2% | $4,674+56.0% | $4,661+56.4% |
| Participant deferral / active EE | $15,574 | $6,464+140.9% | $5,628+176.7% | $6,689+132.8% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |