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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 | $143,939 | $154,193-6.7% | $130,045+10.7% | $139,466+3.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.29% | 32.51%-11.2pp | -137.30%+158.6pp | 373.66%-352.4pp |
| Employer contribution / active EE | $4,881 | $5,292-7.8% | $4,321+12.9% | $4,754+2.7% |
| Participant deferral / active EE | $7,901 | $6,709+17.8% | $5,820+35.8% | $6,712+17.7% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |