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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 | $74,624 | $209,874-64.4% | $189,537-60.6% | $167,536-55.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.12% | 748.61%-723.5pp | 555.34%-530.2pp | 478.82%-453.7pp |
| Employer contribution / active EE | $2,616 | $6,913-62.2% | $6,161-57.5% | $4,839-45.9% |
| Participant deferral / active EE | $8,516 | $8,934-4.7% | $8,220+3.6% | $6,342+34.3% |
| Admin fee / account holder | $16 | $14,299-99.9% | $12,048-99.9% | $12,315-99.9% |