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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 | $122,960 | $129,737-5.2% | $119,126+3.2% | $154,746-20.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.14% | 379.08%-364.9pp | 282.11%-268.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $3,418 | $4,375-21.9% | $4,034-15.3% | $4,379-21.9% |
| Participant deferral / active EE | $6,296 | $5,842+7.8% | $5,318+18.4% | $6,730-6.4% |
| Admin fee / account holder | $82 | $11,961-99.3% | $10,693-99.2% | $14,365-99.4% |