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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 | $138,633 | $217,432-36.2% | $185,851-25.4% | $167,553-17.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.35% | 148.43%-134.1pp | 122.11%-107.8pp | 478.89%-464.5pp |
| Employer contribution / active EE | $5,457 | $5,874-7.1% | $5,168+5.6% | $4,840+12.7% |
| Participant deferral / active EE | $14,038 | $6,357+120.8% | $5,569+152.1% | $6,343+121.3% |
| Admin fee / account holder | $56 | $19,820-99.7% | $16,245-99.7% | $12,316-99.5% |