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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 | $134,218 | $115,814+15.9% | $101,275+32.5% | $158,982-15.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.10% | 56.16%-46.1pp | 46.48%-36.4pp | 302.99%-292.9pp |
| Employer contribution / active EE | $4,345 | $4,176+4.1% | $3,660+18.7% | $4,763-8.8% |
| Participant deferral / active EE | $5,567 | $4,958+12.3% | $4,371+27.4% | $5,983-7.0% |
| Admin fee / account holder | $29 | $7,249-99.6% | $5,948-99.5% | $11,252-99.7% |