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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 | $126,073 | $165,381-23.8% | $149,730-15.8% | $158,966-20.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.23% | 348.29%-332.1pp | 276.70%-260.5pp | 302.95%-286.7pp |
| Employer contribution / active EE | $6,129 | $5,104+20.1% | $4,645+31.9% | $4,762+28.7% |
| Participant deferral / active EE | $5,177 | $7,182-27.9% | $6,843-24.3% | $5,983-13.5% |
| Admin fee / account holder | $249 | $10,809-97.7% | $9,310-97.3% | $11,250-97.8% |