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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 | $75,082 | $198,462-62.2% | $170,439-55.9% | $147,585-49.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.78% | 257.30%-238.5pp | 205.94%-187.2pp | 578.58%-559.8pp |
| Employer contribution / active EE | $6,456 | $6,184+4.4% | $5,433+18.8% | $4,876+32.4% |
| Participant deferral / active EE | $4,493 | $5,629-20.2% | $4,939-9.0% | $5,439-17.4% |
| Admin fee / account holder | $2 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |