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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 | $128,234 | $125,237+2.4% | $105,608+21.4% | $145,877-12.1% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 12.43% | 225.76%-213.3pp | 116.50%-104.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,660 | $3,720-55.4% | $3,167-47.6% | $4,663-64.4% |
| Participant deferral / active EE | $4,931 | $5,711-13.7% | $5,010-1.6% | $6,691-26.3% |
| Admin fee / account holder | $43 | $17,287-99.8% | $11,028-99.6% | $13,402-99.7% |