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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 | $101,369 | $102,609-1.2% | $98,090+3.3% | $138,895-27.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 218.02% | 36.44%+181.6pp | 37.05%+181.0pp | 145.39%+72.6pp |
| Employer contribution / active EE | $5,803 | $3,867+50.1% | $3,606+60.9% | $4,194+38.4% |
| Participant deferral / active EE | $18,050 | $8,167+121.0% | $7,845+130.1% | $6,396+182.2% |
| Admin fee / account holder | $88 | $11,434-99.2% | $11,815-99.3% | $12,562-99.3% |