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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 | $169,748 | $209,428-18.9% | $178,498-4.9% | $158,950+6.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.79% | 188.78%-171.0pp | 151.09%-133.3pp | 302.91%-285.1pp |
| Employer contribution / active EE | $1,927 | $5,707-66.2% | $5,011-61.6% | $4,762-59.5% |
| Participant deferral / active EE | $2,036 | $5,955-65.8% | $5,202-60.9% | $5,983-66.0% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |