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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 | $82,178 | $198,457-58.6% | $170,435-51.8% | $147,586-44.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.85% | 257.30%-236.5pp | 205.94%-185.1pp | 578.59%-557.7pp |
| Employer contribution / active EE | $2,380 | $6,183-61.5% | $5,432-56.2% | $4,876-51.2% |
| Participant deferral / active EE | $6,377 | $5,629+13.3% | $4,939+29.1% | $5,439+17.2% |
| Admin fee / account holder | $99 | $16,852-99.4% | $13,881-99.3% | $10,886-99.1% |