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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 | $154,568 | $209,422-26.2% | $178,503-13.4% | $158,982-2.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.36% | 188.81%-172.4pp | 151.12%-134.8pp | 302.99%-286.6pp |
| Employer contribution / active EE | $2,646 | $5,707-53.6% | $5,011-47.2% | $4,763-44.4% |
| Participant deferral / active EE | $8,670 | $5,955+45.6% | $5,202+66.7% | $5,983+44.9% |
| Admin fee / account holder | $57 | $17,079-99.7% | $13,987-99.6% | $11,252-99.5% |