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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 | $77,653 | $198,457-60.9% | $170,435-54.4% | $147,586-47.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.01% | 257.30%-235.3pp | 205.94%-183.9pp | 578.59%-556.6pp |
| Employer contribution / active EE | $7,186 | $6,183+16.2% | $5,432+32.3% | $4,876+47.4% |
| Participant deferral / active EE | $5,727 | $5,629+1.7% | $4,939+15.9% | $5,439+5.3% |
| Admin fee / account holder | $146 | $16,852-99.1% | $13,881-98.9% | $10,886-98.7% |