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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 | $180,058 | $159,934+12.6% | $147,005+22.5% | $145,959+23.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.02% | 98.24%-80.2pp | 418.76%-400.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $2,178 | $5,287-58.8% | $4,934-55.9% | $4,661-53.3% |
| Participant deferral / active EE | $5,686 | $8,427-32.5% | $8,070-29.5% | $6,689-15.0% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |