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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 | $100,314 | $209,425-52.1% | $178,499-43.8% | $158,966-36.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.07% | 188.80%-173.7pp | 151.10%-136.0pp | 302.95%-287.9pp |
| Employer contribution / active EE | $5,000 | $5,707-12.4% | $5,011-0.2% | $4,762+5.0% |
| Participant deferral / active EE | $4,387 | $5,955-26.3% | $5,202-15.7% | $5,983-26.7% |
| Admin fee / account holder | $39 | $17,078-99.8% | $13,986-99.7% | $11,250-99.6% |