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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 | $73,603 | $217,427-66.1% | $185,837-60.4% | $167,518-56.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.34% | 148.39%-135.1pp | 122.08%-108.7pp | 478.71%-465.4pp |
| Employer contribution / active EE | $4,382 | $5,874-25.4% | $5,168-15.2% | $4,838-9.4% |
| Participant deferral / active EE | $5,997 | $6,357-5.7% | $5,568+7.7% | $6,342-5.4% |
| Admin fee / account holder | $10 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |