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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 | $131,059 | $118,708+10.4% | $98,920+32.5% | $158,982-17.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 29.78% | 372.49%-342.7pp | 196.47%-166.7pp | 302.99%-273.2pp |
| Employer contribution / active EE | $2,654 | $3,334-20.4% | $2,689-1.3% | $4,763-44.3% |
| Participant deferral / active EE | $7,877 | $5,089+54.8% | $4,245+85.6% | $5,983+31.7% |
| Admin fee / account holder | $45 | $10,134-99.6% | $6,643-99.3% | $11,252-99.6% |