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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 | $135,311 | $142,354-4.9% | $125,529+7.8% | $155,188-12.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 17.93% | 306.06%-288.1pp | 202.56%-184.6pp | 148.84%-130.9pp |
| Employer contribution / active EE | $3,505 | $3,501+0.1% | $3,058+14.6% | $4,248-17.5% |
| Participant deferral / active EE | $7,010 | $5,491+27.7% | $4,813+45.7% | $6,531+7.3% |
| Admin fee / account holder | $20 | $19,392-99.9% | $16,298-99.9% | $14,480-99.9% |