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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 | $102,351 | $183,968-44.4% | $162,166-36.9% | $152,870-33.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.09% | 150.77%-127.7pp | 115.59%-92.5pp | 345.34%-322.3pp |
| Employer contribution / active EE | $3,183 | $6,371-50.0% | $5,614-43.3% | $4,763-33.2% |
| Participant deferral / active EE | $8,500 | $8,034+5.8% | $7,298+16.5% | $5,850+45.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |