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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 | $141,728 | $165,361-14.3% | $149,715-5.3% | $158,950-10.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.56% | 348.24%-327.7pp | 276.66%-256.1pp | 302.91%-282.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,040 | $7,182+81.6% | $6,842+90.6% | $5,983+118.0% |
| Admin fee / account holder | $15 | $10,808-99.9% | $9,310-99.8% | $11,248-99.9% |