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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 | $145,556 | $226,090-35.6% | $182,531-20.3% | $152,885-4.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.75% | 192.57%-174.8pp | 148.57%-130.8pp | 345.39%-327.6pp |
| Employer contribution / active EE | $3,292 | $4,978-33.9% | $4,075-19.2% | $4,763-30.9% |
| Participant deferral / active EE | $6,790 | $6,369+6.6% | $5,525+22.9% | $5,851+16.1% |
| Admin fee / account holder | $5 | $10,705-100.0% | $8,593-99.9% | $11,598-100.0% |