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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 | $121,067 | $110,337+9.7% | $102,383+18.2% | $145,877-17.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.36% | 24.83%-14.5pp | 24.94%-14.6pp | 551.28%-540.9pp |
| Employer contribution / active EE | $11,956 | $4,216+183.6% | $3,870+208.9% | $4,663+156.4% |
| Participant deferral / active EE | $7,947 | $5,621+41.4% | $5,060+57.1% | $6,691+18.8% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |