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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 | $159,604 | $217,432-26.6% | $185,849-14.1% | $167,536-4.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.06% | 148.42%-138.4pp | 122.10%-112.0pp | 478.82%-468.8pp |
| Employer contribution / active EE | $2,740 | $5,875-53.4% | $5,169-47.0% | $4,839-43.4% |
| Participant deferral / active EE | $11,375 | $6,357+78.9% | $5,569+104.3% | $6,342+79.3% |
| Admin fee / account holder | $90 | $19,818-99.5% | $16,244-99.4% | $12,315-99.3% |