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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 | $121,304 | $185,883-34.7% | $170,043-28.7% | $139,466-13.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.73% | 60.54%-41.8pp | 53.40%-34.7pp | 373.66%-354.9pp |
| Employer contribution / active EE | $7,213 | $7,596-5.0% | $6,790+6.2% | $4,754+51.7% |
| Participant deferral / active EE | $16,247 | $11,626+39.7% | $10,410+56.1% | $6,712+142.1% |
| Admin fee / account holder | $18 | $15,393-99.9% | $12,824-99.9% | $11,409-99.8% |