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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 | $114,292 | $144,130-20.7% | $117,860-3.0% | $147,585-22.6% |
| Participation rate | 81.3% | 83.4%-2.2pp | 79.7%+1.6pp | 82.8%-1.6pp |
| Annual return | 20.63% | 531.20%-510.6pp | 335.10%-314.5pp | 578.58%-558.0pp |
| Employer contribution / active EE | $3,439 | $4,897-29.8% | $3,786-9.2% | $4,876-29.5% |
| Participant deferral / active EE | $6,019 | $5,316+13.2% | $4,482+34.3% | $5,439+10.7% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |