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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 | $168,728 | $176,105-4.2% | $159,474+5.8% | $167,536+0.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.59% | 331.91%-319.3pp | 263.68%-251.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $2,408 | $5,299-54.6% | $4,831-50.2% | $4,839-50.2% |
| Participant deferral / active EE | $9,922 | $7,751+28.0% | $7,353+34.9% | $6,342+56.4% |
| Admin fee / account holder | $8 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |