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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 | $69,523 | $217,427-68.0% | $185,837-62.6% | $167,518-58.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.87% | 148.39%-138.5pp | 122.08%-112.2pp | 478.71%-468.8pp |
| Employer contribution / active EE | $9,927 | $5,874+69.0% | $5,168+92.1% | $4,838+105.2% |
| Participant deferral / active EE | $7,006 | $6,357+10.2% | $5,568+25.8% | $6,342+10.5% |
| Admin fee / account holder | $233 | $19,816-98.8% | $16,241-98.6% | $12,312-98.1% |