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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 | $133,522 | $106,267+25.6% | $96,520+38.3% | $139,456-4.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.76% | 38.45%-19.7pp | 35.72%-17.0pp | 373.45%-354.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,216 | $5,454+87.3% | $4,879+109.4% | $6,711+52.2% |
| Admin fee / account holder | $20 | $7,882-99.7% | $6,733-99.7% | $11,407-99.8% |