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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 | $120,620 | $115,810+4.2% | $101,271+19.1% | $158,966-24.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.12% | 56.15%-43.0pp | 46.48%-33.4pp | 302.95%-289.8pp |
| Employer contribution / active EE | $3,047 | $4,175-27.0% | $3,660-16.7% | $4,762-36.0% |
| Participant deferral / active EE | $7,229 | $4,958+45.8% | $4,371+65.4% | $5,983+20.8% |
| Admin fee / account holder | $30 | $7,248-99.6% | $5,948-99.5% | $11,250-99.7% |