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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 | $111,710 | $121,677-8.2% | $104,625+6.8% | $158,966-29.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.79% | 465.58%-455.8pp | 340.60%-330.8pp | 302.95%-293.2pp |
| Employer contribution / active EE | $2,702 | $3,165-14.6% | $2,681+0.8% | $4,762-43.3% |
| Participant deferral / active EE | $4,752 | $4,175+13.8% | $3,738+27.2% | $5,983-20.6% |
| Admin fee / account holder | $149 | $7,777-98.1% | $6,465-97.7% | $11,250-98.7% |