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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 | $147,775 | $165,351-10.6% | $149,710-1.3% | $158,931-7.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.88% | 348.19%-334.3pp | 276.63%-262.8pp | 302.86%-289.0pp |
| Employer contribution / active EE | $1,882 | $5,103-63.1% | $4,645-59.5% | $4,761-60.5% |
| Participant deferral / active EE | $6,654 | $7,181-7.3% | $6,842-2.7% | $5,982+11.2% |
| Admin fee / account holder | $18 | $10,807-99.8% | $9,309-99.8% | $11,247-99.8% |