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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 | $134,354 | $134,817-0.3% | $123,973+8.4% | $155,188-13.4% |
| Participation rate | 81.3% | 79.4%+1.9pp | 76.7%+4.6pp | 80.8%+0.4pp |
| Annual return | 18.24% | 515.49%-497.2pp | 388.13%-369.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $5,227 | $4,425+18.1% | $4,126+26.7% | $4,248+23.0% |
| Participant deferral / active EE | $11,747 | $5,706+105.9% | $5,247+123.9% | $6,531+79.9% |
| Admin fee / account holder | $22 | $13,245-99.8% | $11,799-99.8% | $14,480-99.8% |