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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 | $104,198 | $198,461-47.5% | $170,436-38.9% | $147,585-29.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 26.00% | 257.30%-231.3pp | 205.94%-179.9pp | 578.57%-552.6pp |
| Employer contribution / active EE | $2,662 | $6,184-57.0% | $5,433-51.0% | $4,876-45.4% |
| Participant deferral / active EE | $7,629 | $5,629+35.5% | $4,939+54.4% | $5,439+40.3% |
| Admin fee / account holder | -$5 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |