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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 | $149,914 | $165,381-9.4% | $149,730+0.1% | $158,966-5.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.10% | 348.29%-330.2pp | 276.70%-258.6pp | 302.95%-284.9pp |
| Employer contribution / active EE | $2,157 | $5,104-57.7% | $4,645-53.6% | $4,762-54.7% |
| Participant deferral / active EE | $13,325 | $7,182+85.5% | $6,843+94.7% | $5,983+122.7% |
| Admin fee / account holder | $188 | $10,809-98.3% | $9,310-98.0% | $11,250-98.3% |