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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 | $134,928 | $226,090-40.3% | $182,531-26.1% | $152,885-11.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.91% | 192.57%-176.7pp | 148.57%-132.7pp | 345.39%-329.5pp |
| Employer contribution / active EE | $3,667 | $4,978-26.3% | $4,075-10.0% | $4,763-23.0% |
| Participant deferral / active EE | $4,133 | $6,369-35.1% | $5,525-25.2% | $5,851-29.4% |
| Admin fee / account holder | $45 | $10,705-99.6% | $8,593-99.5% | $11,598-99.6% |