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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 | $147,775 | $165,399-10.7% | $149,745-1.3% | $158,982-7.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.88% | 348.34%-334.5pp | 276.72%-262.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $1,882 | $5,105-63.1% | $4,646-59.5% | $4,763-60.5% |
| Participant deferral / active EE | $6,654 | $7,183-7.4% | $6,843-2.8% | $5,983+11.2% |
| Admin fee / account holder | $18 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |