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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 | $121,427 | $209,428-42.0% | $178,498-32.0% | $158,950-23.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.38% | 188.78%-175.4pp | 151.09%-137.7pp | 302.91%-289.5pp |
| Employer contribution / active EE | $6,208 | $5,707+8.8% | $5,011+23.9% | $4,762+30.4% |
| Participant deferral / active EE | $5,931 | $5,955-0.4% | $5,202+14.0% | $5,983-0.9% |
| Admin fee / account holder | $82 | $17,077-99.5% | $13,985-99.4% | $11,248-99.3% |