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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 | $207,589 | $154,209+34.6% | $130,062+59.6% | $139,487+48.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.72% | 32.52%-11.8pp | -137.37%+158.1pp | 373.84%-353.1pp |
| Employer contribution / active EE | $5,687 | $5,292+7.5% | $4,322+31.6% | $4,755+19.6% |
| Participant deferral / active EE | $6,587 | $6,709-1.8% | $5,821+13.2% | $6,713-1.9% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |