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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 | $127,726 | $148,623-14.1% | $135,974-6.1% | $139,466-8.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 40.70% | 79.30%-38.6pp | 68.30%-27.6pp | 373.66%-333.0pp |
| Employer contribution / active EE | $2,144 | $5,246-59.1% | $4,859-55.9% | $4,754-54.9% |
| Participant deferral / active EE | $13,026 | $8,103+60.8% | $7,760+67.9% | $6,712+94.1% |
| Admin fee / account holder | $94 | $12,406-99.2% | $10,767-99.1% | $11,409-99.2% |