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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 | $153,856 | $165,381-7.0% | $149,730+2.8% | $158,966-3.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.14% | 348.29%-323.2pp | 276.70%-251.6pp | 302.95%-277.8pp |
| Employer contribution / active EE | $3,921 | $5,104-23.2% | $4,645-15.6% | $4,762-17.7% |
| Participant deferral / active EE | $8,631 | $7,182+20.2% | $6,843+26.1% | $5,983+44.2% |
| Admin fee / account holder | $8 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |