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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 | $155,829 | $129,737+20.1% | $119,126+30.8% | $154,746+0.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.61% | 379.08%-362.5pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,667 | $4,375-61.9% | $4,034-58.7% | $4,379-61.9% |
| Participant deferral / active EE | $3,908 | $5,842-33.1% | $5,318-26.5% | $6,730-41.9% |
| Admin fee / account holder | $214 | $11,961-98.2% | $10,693-98.0% | $14,365-98.5% |