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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 | $110,941 | $111,535-0.5% | $105,223+5.4% | $137,256-19.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.26% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $7,977 | $3,939+102.5% | $3,689+116.3% | $4,156+91.9% |
| Participant deferral / active EE | $6,414 | $5,500+16.6% | $5,072+26.5% | $6,407+0.1% |
| Admin fee / account holder | $100 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |