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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 | $112,139 | $160,028-29.9% | $147,080-23.8% | $145,884-23.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.91% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-538.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,858 | $8,422+17.0% | $8,066+22.2% | $6,690+47.4% |
| Admin fee / account holder | $277 | $15,030-98.2% | $12,989-97.9% | $13,392-97.9% |