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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 | $128,055 | $198,457-35.5% | $170,435-24.9% | $147,586-13.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.91% | 257.30%-239.4pp | 205.94%-188.0pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,764 | $6,183-55.3% | $5,432-49.1% | $4,876-43.3% |
| Participant deferral / active EE | $5,340 | $5,629-5.1% | $4,939+8.1% | $5,439-1.8% |
| Admin fee / account holder | $77 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |