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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 | $82,554 | $209,425-60.6% | $178,499-53.8% | $158,966-48.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.14% | 188.80%-168.7pp | 151.10%-131.0pp | 302.95%-282.8pp |
| Employer contribution / active EE | $4,790 | $5,707-16.1% | $5,011-4.4% | $4,762+0.6% |
| Participant deferral / active EE | $4,655 | $5,955-21.8% | $5,202-10.5% | $5,983-22.2% |
| Admin fee / account holder | $158 | $17,078-99.1% | $13,986-98.9% | $11,250-98.6% |