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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 | $132,156 | $111,535+18.5% | $105,223+25.6% | $137,256-3.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 12.01% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,894 | $3,939-51.9% | $3,689-48.6% | $4,156-54.4% |
| Participant deferral / active EE | $4,700 | $5,500-14.5% | $5,072-7.3% | $6,407-26.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |