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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 | $106,898 | $132,634-19.4% | $115,768-7.7% | $137,256-22.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 22.83% | 160.70%-137.9pp | 100.46%-77.6pp | 220.34%-197.5pp |
| Employer contribution / active EE | $6,651 | $3,360+98.0% | $2,940+126.2% | $4,156+60.0% |
| Participant deferral / active EE | $22,202 | $5,619+295.1% | $4,917+351.6% | $6,407+246.5% |
| Admin fee / account holder | $3 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |