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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 | $102,156 | $217,432-53.0% | $185,849-45.0% | $167,536-39.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.30% | 148.42%-134.1pp | 122.10%-107.8pp | 478.82%-464.5pp |
| Employer contribution / active EE | $2,005 | $5,875-65.9% | $5,169-61.2% | $4,839-58.6% |
| Participant deferral / active EE | $4,583 | $6,357-27.9% | $5,569-17.7% | $6,342-27.7% |
| Admin fee / account holder | $198 | $19,818-99.0% | $16,244-98.8% | $12,315-98.4% |