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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 | $142,784 | $144,130-0.9% | $117,861+21.1% | $147,586-3.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.32% | 531.20%-515.9pp | 335.11%-319.8pp | 578.59%-563.3pp |
| Employer contribution / active EE | $2,754 | $4,897-43.8% | $3,786-27.3% | $4,876-43.5% |
| Participant deferral / active EE | $6,645 | $5,316+25.0% | $4,482+48.3% | $5,439+22.2% |
| Admin fee / account holder | $291 | $10,887-97.3% | $8,021-96.4% | $10,886-97.3% |