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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 | $97,174 | $160,028-39.3% | $147,080-33.9% | $145,884-33.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.17% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,678 | $5,286-30.4% | $4,933-25.4% | $4,662-21.1% |
| Participant deferral / active EE | $6,697 | $8,422-20.5% | $8,066-17.0% | $6,690+0.1% |
| Admin fee / account holder | $292 | $15,030-98.1% | $12,989-97.8% | $13,392-97.8% |