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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 | $157,666 | $196,972-20.0% | $182,262-13.5% | $198,609-20.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.80% | 158.27%-139.5pp | 140.60%-121.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $2,965 | $5,364-44.7% | $5,046-41.2% | $5,055-41.3% |
| Participant deferral / active EE | $11,098 | $8,643+28.4% | $8,276+34.1% | $6,977+59.1% |
| Admin fee / account holder | $9 | $18,429-99.9% | $16,712-99.9% | $19,030-100.0% |