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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 | $116,668 | $129,737-10.1% | $119,126-2.1% | $154,746-24.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.54% | 379.08%-355.5pp | 282.11%-258.6pp | 172.34%-148.8pp |
| Employer contribution / active EE | $1,564 | $4,375-64.2% | $4,034-61.2% | $4,379-64.3% |
| Participant deferral / active EE | $4,304 | $5,842-26.3% | $5,318-19.1% | $6,730-36.0% |
| Admin fee / account holder | $19 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |