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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 | $141,297 | $209,405-32.5% | $178,486-20.8% | $158,931-11.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.99% | 188.77%-176.8pp | 151.08%-139.1pp | 302.86%-290.9pp |
| Employer contribution / active EE | $2,013 | $5,707-64.7% | $5,011-59.8% | $4,761-57.7% |
| Participant deferral / active EE | $2,974 | $5,954-50.1% | $5,202-42.8% | $5,982-50.3% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |