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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 | $122,094 | $217,427-43.8% | $185,837-34.3% | $167,518-27.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.21% | 148.39%-134.2pp | 122.08%-107.9pp | 478.71%-464.5pp |
| Employer contribution / active EE | $3,361 | $5,874-42.8% | $5,168-35.0% | $4,838-30.5% |
| Participant deferral / active EE | $3,711 | $6,357-41.6% | $5,568-33.4% | $6,342-41.5% |
| Admin fee / account holder | $12 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |