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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 | $174,537 | $114,119+52.9% | $107,187+62.8% | $138,895+25.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.13% | 273.21%-260.1pp | 204.55%-191.4pp | 145.39%-132.3pp |
| Employer contribution / active EE | $2,177 | $4,059-46.4% | $3,782-42.4% | $4,194-48.1% |
| Participant deferral / active EE | $2,831 | $5,538-48.9% | $5,096-44.4% | $6,396-55.7% |
| Admin fee / account holder | $221 | $10,024-97.8% | $9,162-97.6% | $12,562-98.2% |