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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 | $149,745 | $175,259-14.6% | $149,7230% | $139,487+7.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.96% | 166.82%-146.9pp | 134.50%-114.5pp | 373.84%-353.9pp |
| Employer contribution / active EE | $3,775 | $5,478-31.1% | $4,821-21.7% | $4,755-20.6% |
| Participant deferral / active EE | $7,046 | $6,522+8.0% | $5,682+24.0% | $6,713+5.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |