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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 | $150,760 | $157,296-4.2% | $141,191+6.8% | $152,897-1.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 46.55% | 64.34%-17.8pp | 71.41%-24.9pp | 345.43%-298.9pp |
| Employer contribution / active EE | $2,276 | $5,262-56.7% | $4,736-51.9% | $4,764-52.2% |
| Participant deferral / active EE | $12,742 | $7,111+79.2% | $6,710+89.9% | $5,851+117.8% |
| Admin fee / account holder | $168 | $12,125-98.6% | $10,264-98.4% | $11,599-98.6% |