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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 | $155,917 | $217,432-28.3% | $185,851-16.1% | $167,553-6.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.78% | 148.43%-137.7pp | 122.11%-111.3pp | 478.89%-468.1pp |
| Employer contribution / active EE | $3,003 | $5,874-48.9% | $5,168-41.9% | $4,840-37.9% |
| Participant deferral / active EE | $8,205 | $6,357+29.1% | $5,569+47.3% | $6,343+29.4% |
| Admin fee / account holder | $271 | $19,820-98.6% | $16,245-98.3% | $12,316-97.8% |