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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 | $47,893 | $198,462-75.9% | $170,439-71.9% | $147,585-67.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.10% | 257.30%-240.2pp | 205.94%-188.8pp | 578.58%-561.5pp |
| Employer contribution / active EE | $1,827 | $6,184-70.5% | $5,433-66.4% | $4,876-62.5% |
| Participant deferral / active EE | $2,684 | $5,629-52.3% | $4,939-45.7% | $5,439-50.7% |
| Admin fee / account holder | $83 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |