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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 | $159,171 | $202,440-21.4% | $169,390-6.0% | $139,466+14.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 14.61% | 532.36%-517.8pp | 406.07%-391.5pp | 373.66%-359.1pp |
| Employer contribution / active EE | $2,367 | $4,693-49.6% | $4,013-41.0% | $4,754-50.2% |
| Participant deferral / active EE | $13,690 | $6,940+97.2% | $6,222+120.0% | $6,712+104.0% |
| Admin fee / account holder | $60 | $10,722-99.4% | $9,015-99.3% | $11,409-99.5% |