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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 | $102,020 | $217,432-53.1% | $185,849-45.1% | $167,536-39.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.20% | 148.42%-135.2pp | 122.10%-108.9pp | 478.82%-465.6pp |
| Employer contribution / active EE | $2,168 | $5,875-63.1% | $5,169-58.1% | $4,839-55.2% |
| Participant deferral / active EE | $14,734 | $6,357+131.8% | $5,569+164.6% | $6,342+132.3% |
| Admin fee / account holder | $71 | $19,818-99.6% | $16,244-99.6% | $12,315-99.4% |