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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 | $151,243 | $209,422-27.8% | $178,503-15.3% | $158,982-4.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.01% | 188.81%-176.8pp | 151.12%-139.1pp | 302.99%-291.0pp |
| Employer contribution / active EE | $2,061 | $5,707-63.9% | $5,011-58.9% | $4,763-56.7% |
| Participant deferral / active EE | $4,800 | $5,955-19.4% | $5,202-7.7% | $5,983-19.8% |
| Admin fee / account holder | $202 | $17,079-98.8% | $13,987-98.6% | $11,252-98.2% |