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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 | $35,517 | $209,422-83.0% | $178,503-80.1% | $158,982-77.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.60% | 188.81%-172.2pp | 151.12%-134.5pp | 302.99%-286.4pp |
| Employer contribution / active EE | $6,279 | $5,707+10.0% | $5,011+25.3% | $4,763+31.8% |
| Participant deferral / active EE | $3,018 | $5,955-49.3% | $5,202-42.0% | $5,983-49.6% |
| Admin fee / account holder | $124 | $17,079-99.3% | $13,987-99.1% | $11,252-98.9% |