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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 | $121,913 | $209,425-41.8% | $178,499-31.7% | $158,966-23.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.44% | 188.80%-172.4pp | 151.10%-134.7pp | 302.95%-286.5pp |
| Employer contribution / active EE | $2,276 | $5,707-60.1% | $5,011-54.6% | $4,762-52.2% |
| Participant deferral / active EE | $4,536 | $5,955-23.8% | $5,202-12.8% | $5,983-24.2% |
| Admin fee / account holder | $81 | $17,078-99.5% | $13,986-99.4% | $11,250-99.3% |