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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 | $152,006 | $166,089-8.5% | $164,928-7.8% | $145,978+4.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.60% | 100.26%-88.7pp | 70.08%-58.5pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,285 | $5,276-56.7% | $4,343-47.4% | $4,662-51.0% |
| Participant deferral / active EE | $5,013 | $6,961-28.0% | $6,034-16.9% | $6,690-25.1% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |