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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 | $115,808 | $217,432-46.7% | $185,851-37.7% | $167,553-30.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.25% | 148.43%-138.2pp | 122.11%-111.9pp | 478.89%-468.6pp |
| Employer contribution / active EE | $6,696 | $5,874+14.0% | $5,168+29.6% | $4,840+38.4% |
| Participant deferral / active EE | $5,628 | $6,357-11.5% | $5,569+1.1% | $6,343-11.3% |
| Admin fee / account holder | $89 | $19,820-99.6% | $16,245-99.5% | $12,316-99.3% |