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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 | $92,659 | $217,427-57.4% | $185,837-50.1% | $167,518-44.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.48% | 148.39%-132.9pp | 122.08%-106.6pp | 478.71%-463.2pp |
| Employer contribution / active EE | $1,460 | $5,874-75.2% | $5,168-71.8% | $4,838-69.8% |
| Participant deferral / active EE | $7,768 | $6,357+22.2% | $5,568+39.5% | $6,342+22.5% |
| Admin fee / account holder | $136 | $19,816-99.3% | $16,241-99.2% | $12,312-98.9% |