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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 | $154,617 | $210,698-26.6% | $178,014-13.1% | $145,959+5.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.86% | 386.27%-376.4pp | 294.80%-284.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,050 | $4,567-77.0% | $3,950-73.4% | $4,661-77.5% |
| Participant deferral / active EE | $6,100 | $6,958-12.3% | $6,276-2.8% | $6,689-8.8% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |