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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 | $95,993 | $198,457-51.6% | $170,435-43.7% | $147,586-35.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.65% | 257.30%-237.7pp | 205.94%-186.3pp | 578.59%-558.9pp |
| Employer contribution / active EE | $3,869 | $6,183-37.4% | $5,432-28.8% | $4,876-20.7% |
| Participant deferral / active EE | $6,042 | $5,629+7.3% | $4,939+22.3% | $5,439+11.1% |
| Admin fee / account holder | $198 | $16,852-98.8% | $13,881-98.6% | $10,886-98.2% |