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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 | $150,845 | $226,105-33.3% | $182,540-17.4% | $152,897-1.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 9.87% | 192.58%-182.7pp | 148.58%-138.7pp | 345.43%-335.6pp |
| Employer contribution / active EE | $5,484 | $4,978+10.2% | $4,076+34.6% | $4,764+15.1% |
| Participant deferral / active EE | $11,658 | $6,370+83.0% | $5,525+111.0% | $5,851+99.2% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |