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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 | $60,078 | $217,432-72.4% | $185,851-67.7% | $167,553-64.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.95% | 148.43%-139.5pp | 122.11%-113.2pp | 478.89%-469.9pp |
| Employer contribution / active EE | $2,644 | $5,874-55.0% | $5,168-48.8% | $4,840-45.4% |
| Participant deferral / active EE | $9,342 | $6,357+47.0% | $5,569+67.8% | $6,343+47.3% |
| Admin fee / account holder | $218 | $19,820-98.9% | $16,245-98.7% | $12,316-98.2% |