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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 | $78,819 | $209,422-62.4% | $178,503-55.8% | $158,982-50.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.07% | 188.81%-168.7pp | 151.12%-131.0pp | 302.99%-282.9pp |
| Employer contribution / active EE | $4,520 | $5,707-20.8% | $5,011-9.8% | $4,763-5.1% |
| Participant deferral / active EE | $6,180 | $5,955+3.8% | $5,202+18.8% | $5,983+3.3% |
| Admin fee / account holder | $16 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |