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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 | $129,530 | $148,623-12.8% | $135,974-4.7% | $139,466-7.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.22% | 79.30%-50.1pp | 68.30%-39.1pp | 373.66%-344.4pp |
| Employer contribution / active EE | $4,043 | $5,246-22.9% | $4,859-16.8% | $4,754-15.0% |
| Participant deferral / active EE | $12,120 | $8,103+49.6% | $7,760+56.2% | $6,712+80.6% |
| Admin fee / account holder | $8 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |