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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 | $131,074 | $209,428-37.4% | $178,498-26.6% | $158,950-17.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.88% | 188.78%-172.9pp | 151.09%-135.2pp | 302.91%-287.0pp |
| Employer contribution / active EE | $1,882 | $5,707-67.0% | $5,011-62.4% | $4,762-60.5% |
| Participant deferral / active EE | $4,782 | $5,955-19.7% | $5,202-8.1% | $5,983-20.1% |
| Admin fee / account holder | $181 | $17,077-98.9% | $13,985-98.7% | $11,248-98.4% |