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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 | $93,583 | $198,462-52.8% | $170,439-45.1% | $147,585-36.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.69% | 257.30%-235.6pp | 205.94%-184.3pp | 578.58%-556.9pp |
| Employer contribution / active EE | $3,235 | $6,184-47.7% | $5,433-40.4% | $4,876-33.7% |
| Participant deferral / active EE | $3,217 | $5,629-42.8% | $4,939-34.9% | $5,439-40.8% |
| Admin fee / account holder | $246 | $16,852-98.5% | $13,881-98.2% | $10,886-97.7% |