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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 | $110,046 | $196,972-44.1% | $182,262-39.6% | $198,609-44.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.71% | 158.27%-139.6pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $4,992 | $5,364-6.9% | $5,046-1.1% | $5,055-1.3% |
| Participant deferral / active EE | $11,224 | $8,643+29.9% | $8,276+35.6% | $6,977+60.9% |
| Admin fee / account holder | $298 | $18,429-98.4% | $16,712-98.2% | $19,030-98.4% |