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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 | $122,982 | $129,737-5.2% | $119,126+3.2% | $154,746-20.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.35% | 379.08%-359.7pp | 282.11%-262.8pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,160 | $4,375-27.8% | $4,034-21.7% | $4,379-27.8% |
| Participant deferral / active EE | $12,605 | $5,842+115.8% | $5,318+137.0% | $6,730+87.3% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |