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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 | $130,104 | $202,463-35.7% | $169,397-23.2% | $139,487-6.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.77% | 532.64%-517.9pp | 406.23%-391.5pp | 373.84%-359.1pp |
| Employer contribution / active EE | $3,392 | $4,694-27.7% | $4,013-15.5% | $4,755-28.7% |
| Participant deferral / active EE | $10,423 | $6,941+50.2% | $6,223+67.5% | $6,713+55.3% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |