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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 | $108,738 | $101,618+7.0% | $93,063+16.8% | $137,256-20.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 29.98% | 223.95%-194.0pp | 34.15%-4.2pp | 220.34%-190.4pp |
| Employer contribution / active EE | $1,178 | $2,707-56.5% | $2,476-52.4% | $4,156-71.6% |
| Participant deferral / active EE | $1,586 | $4,279-62.9% | $3,958-59.9% | $6,407-75.2% |
| Admin fee / account holder | $170 | $6,198-97.3% | $6,033-97.2% | $12,270-98.6% |