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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 | $120,898 | $165,399-26.9% | $149,745-19.3% | $158,982-24.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.75% | 348.34%-331.6pp | 276.72%-260.0pp | 302.99%-286.2pp |
| Employer contribution / active EE | $7,404 | $5,105+45.1% | $4,646+59.4% | $4,763+55.5% |
| Participant deferral / active EE | $12,075 | $7,183+68.1% | $6,843+76.5% | $5,983+101.8% |
| Admin fee / account holder | $5 | $10,811-100.0% | $9,312-99.9% | $11,252-100.0% |