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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 | $78,139 | $70,366+11.0% | $66,674+17.2% | $138,895-43.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.66% | 386.41%-369.8pp | 321.24%-304.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,194 | $2,765-56.8% | $2,620-54.4% | $4,194-71.5% |
| Participant deferral / active EE | $7,782 | $4,374+77.9% | $4,084+90.5% | $6,396+21.7% |
| Admin fee / account holder | $162 | $5,262-96.9% | $5,098-96.8% | $12,562-98.7% |