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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 | $121,594 | $111,535+9.0% | $105,223+15.6% | $137,256-11.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.07% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,757 | $3,939-55.4% | $3,689-52.4% | $4,156-57.7% |
| Participant deferral / active EE | $7,961 | $5,500+44.7% | $5,072+57.0% | $6,407+24.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |