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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 | $65,198 | $209,422-68.9% | $178,503-63.5% | $158,982-59.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.55% | 188.81%-164.3pp | 151.12%-126.6pp | 302.99%-278.4pp |
| Employer contribution / active EE | $1,285 | $5,707-77.5% | $5,011-74.4% | $4,763-73.0% |
| Participant deferral / active EE | $5,000 | $5,955-16.0% | $5,202-3.9% | $5,983-16.4% |
| Admin fee / account holder | $5 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |