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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 | $123,501 | $202,463-39.0% | $169,397-27.1% | $139,487-11.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 532.64%-517.6pp | 406.23%-391.2pp | 373.84%-358.8pp |
| Employer contribution / active EE | $3,097 | $4,694-34.0% | $4,013-22.8% | $4,755-34.9% |
| Participant deferral / active EE | $10,774 | $6,941+55.2% | $6,223+73.1% | $6,713+60.5% |
| Admin fee / account holder | $114 | $10,726-98.9% | $9,017-98.7% | $11,407-99.0% |