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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 | $111,235 | $132,634-16.1% | $115,768-3.9% | $137,256-19.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.82% | 160.70%-147.9pp | 100.46%-87.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,400 | $3,360+31.0% | $2,940+49.7% | $4,156+5.9% |
| Participant deferral / active EE | $10,092 | $5,619+79.6% | $4,917+105.3% | $6,407+57.5% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |