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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 | $137,868 | $198,457-30.5% | $170,435-19.1% | $147,586-6.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.96% | 257.30%-247.3pp | 205.94%-196.0pp | 578.59%-568.6pp |
| Employer contribution / active EE | $5,519 | $6,183-10.7% | $5,432+1.6% | $4,876+13.2% |
| Participant deferral / active EE | $5,610 | $5,629-0.3% | $4,939+13.6% | $5,439+3.2% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,881-100.0% | $10,886-99.9% |