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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 | $55,541 | $109,372-49.2% | $89,414-37.9% | $158,966-65.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.85% | 345.55%-322.7pp | 245.50%-222.7pp | 302.95%-280.1pp |
| Employer contribution / active EE | $8,422 | $3,171+165.6% | $2,586+225.6% | $4,762+76.8% |
| Participant deferral / active EE | $6,793 | $4,598+47.7% | $3,890+74.6% | $5,983+13.5% |
| Admin fee / account holder | $79 | $6,156-98.7% | $4,883-98.4% | $11,250-99.3% |