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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 | $55,556 | $209,425-73.5% | $178,499-68.9% | $158,966-65.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.48% | 188.80%-158.3pp | 151.10%-120.6pp | 302.95%-272.5pp |
| Employer contribution / active EE | $2,565 | $5,707-55.1% | $5,011-48.8% | $4,762-46.2% |
| Participant deferral / active EE | $5,204 | $5,955-12.6% | $5,2020% | $5,983-13.0% |
| Admin fee / account holder | $9 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |