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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 | $111,298 | $148,623-25.1% | $135,974-18.1% | $139,466-20.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.28% | 79.30%-61.0pp | 68.30%-50.0pp | 373.66%-355.4pp |
| Employer contribution / active EE | $4,094 | $5,246-22.0% | $4,859-15.7% | $4,754-13.9% |
| Participant deferral / active EE | $14,171 | $8,103+74.9% | $7,760+82.6% | $6,712+111.1% |
| Admin fee / account holder | $218 | $12,406-98.2% | $10,767-98.0% | $11,409-98.1% |