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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 | $135,249 | $167,030-19.0% | $135,768-0.4% | $155,188-12.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.27% | 678.39%-659.1pp | 526.10%-506.8pp | 148.84%-129.6pp |
| Employer contribution / active EE | $4,596 | $4,132+11.2% | $3,394+35.4% | $4,248+8.2% |
| Participant deferral / active EE | $13,792 | $4,528+204.6% | $3,977+246.8% | $6,531+111.2% |
| Admin fee / account holder | $7 | $8,172-99.9% | $7,048-99.9% | $14,480-99.9% |