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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 | $39,238 | $198,457-80.2% | $170,435-77.0% | $147,586-73.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.32% | 257.30%-244.0pp | 205.94%-192.6pp | 578.59%-565.3pp |
| Employer contribution / active EE | $5,629 | $6,183-9.0% | $5,432+3.6% | $4,876+15.4% |
| Participant deferral / active EE | $5,258 | $5,629-6.6% | $4,939+6.4% | $5,439-3.3% |
| Admin fee / account holder | $113 | $16,852-99.3% | $13,881-99.2% | $10,886-99.0% |