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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 | $120,215 | $217,432-44.7% | $185,849-35.3% | $167,536-28.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.45% | 148.42%-132.0pp | 122.10%-105.6pp | 478.82%-462.4pp |
| Employer contribution / active EE | $3,079 | $5,875-47.6% | $5,169-40.4% | $4,839-36.4% |
| Participant deferral / active EE | $9,093 | $6,357+43.0% | $5,569+63.3% | $6,342+43.4% |
| Admin fee / account holder | $16 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |