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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 | $147,978 | $154,193-4.0% | $130,045+13.8% | $139,466+6.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.20% | 32.51%-13.3pp | -137.30%+156.5pp | 373.66%-354.5pp |
| Employer contribution / active EE | $5,100 | $5,292-3.6% | $4,321+18.0% | $4,754+7.3% |
| Participant deferral / active EE | $8,250 | $6,709+23.0% | $5,820+41.8% | $6,712+22.9% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |