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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 | $88,031 | $183,592-52.1% | $155,567-43.4% | $145,959-39.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.86% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $3,057 | $5,315-42.5% | $4,674-34.6% | $4,661-34.4% |
| Participant deferral / active EE | $5,676 | $6,464-12.2% | $5,628+0.9% | $6,689-15.1% |
| Admin fee / account holder | $3 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |