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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 | $102,388 | $217,427-52.9% | $185,837-44.9% | $167,518-38.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.05% | 148.39%-136.3pp | 122.08%-110.0pp | 478.71%-466.7pp |
| Employer contribution / active EE | $8,084 | $5,874+37.6% | $5,168+56.4% | $4,838+67.1% |
| Participant deferral / active EE | $8,245 | $6,357+29.7% | $5,568+48.1% | $6,342+30.0% |
| Admin fee / account holder | $13 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |