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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 | $139,707 | $217,432-35.7% | $185,851-24.8% | $167,553-16.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.41% | 148.43%-138.0pp | 122.11%-111.7pp | 478.89%-468.5pp |
| Employer contribution / active EE | $10,071 | $5,874+71.4% | $5,168+94.9% | $4,840+108.1% |
| Participant deferral / active EE | $5,933 | $6,357-6.7% | $5,569+6.6% | $6,343-6.5% |
| Admin fee / account holder | $130 | $19,820-99.3% | $16,245-99.2% | $12,316-98.9% |