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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 | $45,210 | $198,457-77.2% | $170,435-73.5% | $147,586-69.4% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 20.52% | 257.30%-236.8pp | 205.94%-185.4pp | 578.59%-558.1pp |
| Employer contribution / active EE | $3,003 | $6,183-51.4% | $5,432-44.7% | $4,876-38.4% |
| Participant deferral / active EE | $3,490 | $5,629-38.0% | $4,939-29.3% | $5,439-35.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |