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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 | $69,946 | $217,427-67.8% | $185,837-62.4% | $167,518-58.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.38% | 148.39%-120.0pp | 122.08%-93.7pp | 478.71%-450.3pp |
| Employer contribution / active EE | $6,821 | $5,874+16.1% | $5,168+32.0% | $4,838+41.0% |
| Participant deferral / active EE | $5,970 | $6,357-6.1% | $5,568+7.2% | $6,342-5.9% |
| Admin fee / account holder | $80 | $19,816-99.6% | $16,241-99.5% | $12,312-99.4% |