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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 | $90,572 | $209,425-56.8% | $178,499-49.3% | $158,966-43.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.78% | 188.80%-174.0pp | 151.10%-136.3pp | 302.95%-288.2pp |
| Employer contribution / active EE | $6,795 | $5,707+19.1% | $5,011+35.6% | $4,762+42.7% |
| Participant deferral / active EE | $6,060 | $5,955+1.8% | $5,202+16.5% | $5,983+1.3% |
| Admin fee / account holder | $80 | $17,078-99.5% | $13,986-99.4% | $11,250-99.3% |