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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 | $130,939 | $165,399-20.8% | $149,745-12.6% | $158,982-17.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.57% | 348.34%-322.8pp | 276.72%-251.1pp | 302.99%-277.4pp |
| Employer contribution / active EE | $4,223 | $5,105-17.3% | $4,646-9.1% | $4,763-11.3% |
| Participant deferral / active EE | $7,320 | $7,183+1.9% | $6,843+7.0% | $5,983+22.3% |
| Admin fee / account holder | -$185 | $10,811-101.7% | $9,312-102.0% | $11,252-101.6% |