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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 | $118,223 | $114,119+3.6% | $107,187+10.3% | $138,895-14.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.33% | 273.21%-253.9pp | 204.55%-185.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $11,957 | $4,059+194.6% | $3,782+216.1% | $4,194+185.1% |
| Participant deferral / active EE | $13,934 | $5,538+151.6% | $5,096+173.4% | $6,396+117.8% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |