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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 | $147,181 | $196,972-25.3% | $182,262-19.2% | $198,609-25.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.53% | 158.27%-138.7pp | 140.60%-121.1pp | 202.70%-183.2pp |
| Employer contribution / active EE | $1,981 | $5,364-63.1% | $5,046-60.7% | $5,055-60.8% |
| Participant deferral / active EE | $8,261 | $8,643-4.4% | $8,276-0.2% | $6,977+18.4% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |