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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 | $112,091 | $196,972-43.1% | $182,262-38.5% | $198,609-43.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.49% | 158.27%-141.8pp | 140.60%-124.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $5,849 | $5,364+9.1% | $5,046+15.9% | $5,055+15.7% |
| Participant deferral / active EE | $9,349 | $8,643+8.2% | $8,276+13.0% | $6,977+34.0% |
| Admin fee / account holder | $177 | $18,429-99.0% | $16,712-98.9% | $19,030-99.1% |