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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 | $107,957 | $111,535-3.2% | $105,223+2.6% | $137,256-21.3% |
| Participation rate | 82.4% | 78.1%+4.3pp | 75.0%+7.3pp | 80.0%+2.4pp |
| Annual return | 19.85% | 237.85%-218.0pp | 180.65%-160.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $5,804 | $3,939+47.3% | $3,689+57.4% | $4,156+39.7% |
| Participant deferral / active EE | $4,622 | $5,500-16.0% | $5,072-8.9% | $6,407-27.9% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |