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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 | $139,974 | $126,113+11.0% | $116,096+20.6% | $155,188-9.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 73.3%+1.7pp | 80.8%-5.8pp |
| Annual return | 16.69% | 391.72%-375.0pp | 326.25%-309.6pp | 148.84%-132.1pp |
| Employer contribution / active EE | $3,921 | $2,672+46.8% | $2,503+56.6% | $4,248-7.7% |
| Participant deferral / active EE | $6,908 | $4,162+66.0% | $3,952+74.8% | $6,531+5.8% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |