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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 | $76,066 | $217,432-65.0% | $185,849-59.1% | $167,536-54.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.26% | 148.42%-134.2pp | 122.10%-107.8pp | 478.82%-464.6pp |
| Employer contribution / active EE | $7,848 | $5,875+33.6% | $5,169+51.8% | $4,839+62.2% |
| Participant deferral / active EE | $3,996 | $6,357-37.1% | $5,569-28.2% | $6,342-37.0% |
| Admin fee / account holder | $241 | $19,818-98.8% | $16,244-98.5% | $12,315-98.0% |