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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 | $160,028+12.5% | $147,080+22.4% | $145,884+23.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.02% | 98.60%-80.6pp | 420.17%-402.1pp | 551.85%-533.8pp |
| Employer contribution / active EE | $2,178 | $5,286-58.8% | $4,933-55.9% | $4,662-53.3% |
| Participant deferral / active EE | $5,686 | $8,422-32.5% | $8,066-29.5% | $6,690-15.0% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |