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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 | $65,253 | $160,040-59.2% | $147,096-55.6% | $145,877-55.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.45% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $5,494 | $5,289+3.9% | $4,936+11.3% | $4,663+17.8% |
| Participant deferral / active EE | $3,086 | $8,429-63.4% | $8,071-61.8% | $6,691-53.9% |
| Admin fee / account holder | $83 | $15,050-99.4% | $13,005-99.4% | $13,402-99.4% |