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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 | $118,069 | $198,461-40.5% | $170,436-30.7% | $147,585-20.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.99% | 257.30%-242.3pp | 205.94%-190.9pp | 578.57%-563.6pp |
| Employer contribution / active EE | $3,719 | $6,184-39.9% | $5,433-31.6% | $4,876-23.7% |
| Participant deferral / active EE | $4,680 | $5,629-16.9% | $4,939-5.2% | $5,439-13.9% |
| Admin fee / account holder | $222 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |