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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 | $58,433 | $198,462-70.6% | $170,439-65.7% | $147,585-60.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 22.51% | 257.30%-234.8pp | 205.94%-183.4pp | 578.58%-556.1pp |
| Employer contribution / active EE | $2,028 | $6,184-67.2% | $5,433-62.7% | $4,876-58.4% |
| Participant deferral / active EE | $5,095 | $5,629-9.5% | $4,939+3.2% | $5,439-6.3% |
| Admin fee / account holder | $100 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |