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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 | $66,184 | $198,457-66.7% | $170,435-61.2% | $147,586-55.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.06% | 257.30%-240.2pp | 205.94%-188.9pp | 578.59%-561.5pp |
| Employer contribution / active EE | $7,294 | $6,183+18.0% | $5,432+34.3% | $4,876+49.6% |
| Participant deferral / active EE | $6,853 | $5,629+21.7% | $4,939+38.7% | $5,439+26.0% |
| Admin fee / account holder | $59 | $16,852-99.6% | $13,881-99.6% | $10,886-99.5% |