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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 | $118,807 | $217,432-45.4% | $185,849-36.1% | $167,536-29.1% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 16.29% | 148.42%-132.1pp | 122.10%-105.8pp | 478.82%-462.5pp |
| Employer contribution / active EE | $1,667 | $5,875-71.6% | $5,169-67.8% | $4,839-65.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |