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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 | $65,109 | $217,432-70.1% | $185,849-65.0% | $167,536-61.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.48% | 148.42%-132.9pp | 122.10%-106.6pp | 478.82%-463.3pp |
| Employer contribution / active EE | $3,783 | $5,875-35.6% | $5,169-26.8% | $4,839-21.8% |
| Participant deferral / active EE | $5,095 | $6,357-19.9% | $5,569-8.5% | $6,342-19.7% |
| Admin fee / account holder | $32 | $19,818-99.8% | $16,244-99.8% | $12,315-99.7% |