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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 | $139,672 | $165,361-15.5% | $149,715-6.7% | $158,950-12.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.27% | 348.24%-329.0pp | 276.66%-257.4pp | 302.91%-283.6pp |
| Employer contribution / active EE | $3,108 | $5,103-39.1% | $4,645-33.1% | $4,762-34.7% |
| Participant deferral / active EE | $9,925 | $7,182+38.2% | $6,842+45.1% | $5,983+65.9% |
| Admin fee / account holder | $18 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |