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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 | $118,003 | $111,535+5.8% | $105,223+12.1% | $137,256-14.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.77% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $11,497 | $3,939+191.8% | $3,689+211.7% | $4,156+176.6% |
| Participant deferral / active EE | $25,644 | $5,500+366.3% | $5,072+405.6% | $6,407+300.3% |
| Admin fee / account holder | $207 | $9,721-97.9% | $8,859-97.7% | $12,270-98.3% |