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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 | $69,116 | $180,462-61.7% | $154,111-55.2% | $135,379-48.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | 17.99% | 888.17%-870.2pp | 735.18%-717.2pp | 519.79%-501.8pp |
| Employer contribution / active EE | $1,337 | $6,036-77.8% | $5,298-74.8% | $4,779-72.0% |
| Participant deferral / active EE | $5,000 | $5,806-13.9% | $5,081-1.6% | $5,609-10.9% |
| Admin fee / account holder | $169 | $16,145-99.0% | $13,411-98.7% | $10,828-98.4% |