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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 | $160,362 | $209,425-23.4% | $178,499-10.2% | $158,966+0.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.50% | 188.80%-168.3pp | 151.10%-130.6pp | 302.95%-282.5pp |
| Employer contribution / active EE | $2,194 | $5,707-61.6% | $5,011-56.2% | $4,762-53.9% |
| Participant deferral / active EE | $5,300 | $5,955-11.0% | $5,202+1.9% | $5,983-11.4% |
| Admin fee / account holder | $68 | $17,078-99.6% | $13,986-99.5% | $11,250-99.4% |