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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 | $75,254 | $114,119-34.1% | $107,187-29.8% | $138,895-45.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.92% | 273.21%-257.3pp | 204.55%-188.6pp | 145.39%-129.5pp |
| Employer contribution / active EE | $3,875 | $4,059-4.5% | $3,782+2.5% | $4,194-7.6% |
| Participant deferral / active EE | $6,762 | $5,538+22.1% | $5,096+32.7% | $6,396+5.7% |
| Admin fee / account holder | $1 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |