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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 | $143,651 | $227,291-36.8% | $214,702-33.1% | $155,188-7.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.87% | 60.08%-45.2pp | 54.55%-39.7pp | 148.84%-134.0pp |
| Employer contribution / active EE | $6,992 | $6,772+3.3% | $6,461+8.2% | $4,248+64.6% |
| Participant deferral / active EE | $11,971 | $9,582+24.9% | $9,147+30.9% | $6,531+83.3% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |