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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 | $50,335 | $209,425-76.0% | $178,499-71.8% | $158,966-68.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.21% | 188.80%-160.6pp | 151.10%-122.9pp | 302.95%-274.7pp |
| Employer contribution / active EE | $1,895 | $5,707-66.8% | $5,011-62.2% | $4,762-60.2% |
| Participant deferral / active EE | $4,454 | $5,955-25.2% | $5,202-14.4% | $5,983-25.6% |
| Admin fee / account holder | $0 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |