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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 | $78,129 | $198,457-60.6% | $170,435-54.2% | $147,586-47.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.19% | 257.30%-235.1pp | 205.94%-183.8pp | 578.59%-556.4pp |
| Employer contribution / active EE | $3,186 | $6,183-48.5% | $5,432-41.4% | $4,876-34.7% |
| Participant deferral / active EE | $5,498 | $5,629-2.3% | $4,939+11.3% | $5,439+1.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |