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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 | $153,022 | $217,432-29.6% | $185,851-17.7% | $167,553-8.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.64% | 148.43%-132.8pp | 122.11%-106.5pp | 478.89%-463.3pp |
| Employer contribution / active EE | $1,699 | $5,874-71.1% | $5,168-67.1% | $4,840-64.9% |
| Participant deferral / active EE | $2,743 | $6,357-56.9% | $5,569-50.8% | $6,343-56.8% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |