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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 | $16,233 | $210,698-92.3% | $178,014-90.9% | $145,959-88.9% |
| Participation rate | 91.7% | 80.8%+10.9pp | 77.1%+14.6pp | 80.3%+11.4pp |
| Annual return | 18.35% | 386.27%-367.9pp | 294.80%-276.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $2,169 | $4,567-52.5% | $3,950-45.1% | $4,661-53.5% |
| Participant deferral / active EE | $4,753 | $6,958-31.7% | $6,276-24.3% | $6,689-28.9% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |