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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 | $129,737-16.8% | $119,126-9.4% | $154,746-30.2% |
| Participation rate | 82.4% | 78.9%+3.5pp | 75.8%+6.6pp | 80.7%+1.7pp |
| Annual return | 19.85% | 379.08%-359.2pp | 282.11%-262.3pp | 172.34%-152.5pp |
| Employer contribution / active EE | $5,804 | $4,375+32.7% | $4,034+43.9% | $4,379+32.5% |
| Participant deferral / active EE | $4,622 | $5,842-20.9% | $5,318-13.1% | $6,730-31.3% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |