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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 | $107,612 | $217,427-50.5% | $185,837-42.1% | $167,518-35.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.29% | 148.39%-132.1pp | 122.08%-105.8pp | 478.71%-462.4pp |
| Employer contribution / active EE | $3,677 | $5,874-37.4% | $5,168-28.8% | $4,838-24.0% |
| Participant deferral / active EE | $4,858 | $6,357-23.6% | $5,568-12.8% | $6,342-23.4% |
| Admin fee / account holder | $37 | $19,816-99.8% | $16,241-99.8% | $12,312-99.7% |