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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 | $147,700 | $165,399-10.7% | $149,745-1.4% | $158,982-7.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.70% | 348.34%-325.6pp | 276.72%-254.0pp | 302.99%-280.3pp |
| Employer contribution / active EE | $3,011 | $5,105-41.0% | $4,646-35.2% | $4,763-36.8% |
| Participant deferral / active EE | $13,489 | $7,183+87.8% | $6,843+97.1% | $5,983+125.4% |
| Admin fee / account holder | $60 | $10,811-99.4% | $9,312-99.4% | $11,252-99.5% |