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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 | $62,944 | $198,457-68.3% | $170,435-63.1% | $147,586-57.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.41% | 257.30%-242.9pp | 205.94%-191.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $2,343 | $6,183-62.1% | $5,432-56.9% | $4,876-51.9% |
| Participant deferral / active EE | $6,317 | $5,629+12.2% | $4,939+27.9% | $5,439+16.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |