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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 | $110,758 | $209,422-47.1% | $178,503-38.0% | $158,982-30.3% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 16.14% | 188.81%-172.7pp | 151.12%-135.0pp | 302.99%-286.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,467 | $5,955-41.8% | $5,202-33.4% | $5,983-42.1% |
| Admin fee / account holder | $270 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |