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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 | $128,791 | $139,948-8.0% | $121,663+5.9% | $154,746-16.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.56% | 230.52%-216.0pp | 147.54%-133.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $10,754 | $3,521+205.4% | $3,020+256.1% | $4,379+145.6% |
| Participant deferral / active EE | $5,150 | $5,629-8.5% | $4,887+5.4% | $6,730-23.5% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |