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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 | $127,860 | $175,259-27.0% | $149,723-14.6% | $139,487-8.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.32% | 166.82%-155.5pp | 134.50%-123.2pp | 373.84%-362.5pp |
| Employer contribution / active EE | $2,008 | $5,478-63.4% | $4,821-58.4% | $4,755-57.8% |
| Participant deferral / active EE | $3,570 | $6,522-45.3% | $5,682-37.2% | $6,713-46.8% |
| Admin fee / account holder | $138 | $16,158-99.1% | $13,215-99.0% | $11,407-98.8% |