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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 | $105,389 | $101,618+3.7% | $93,063+13.2% | $137,256-23.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.73% | 223.95%-205.2pp | 34.15%-15.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,801 | $2,707+40.4% | $2,476+53.5% | $4,156-8.5% |
| Participant deferral / active EE | $17,294 | $4,279+304.1% | $3,958+336.9% | $6,407+169.9% |
| Admin fee / account holder | $73 | $6,198-98.8% | $6,033-98.8% | $12,270-99.4% |