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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 | $58,430 | $209,422-72.1% | $178,503-67.3% | $158,982-63.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.99% | 188.81%-174.8pp | 151.12%-137.1pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,890 | $5,707-66.9% | $5,011-62.3% | $4,763-60.3% |
| Participant deferral / active EE | $7,111 | $5,955+19.4% | $5,202+36.7% | $5,983+18.8% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |