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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 | $207,896 | $114,119+82.2% | $107,187+94.0% | $138,895+49.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.83% | 273.21%-259.4pp | 204.55%-190.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,258 | $4,059-44.4% | $3,782-40.3% | $4,194-46.2% |
| Participant deferral / active EE | $5,360 | $5,538-3.2% | $5,096+5.2% | $6,396-16.2% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |