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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 | $67,159 | $209,422-67.9% | $178,503-62.4% | $158,982-57.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.55% | 188.81%-170.3pp | 151.12%-132.6pp | 302.99%-284.4pp |
| Employer contribution / active EE | $4,330 | $5,707-24.1% | $5,011-13.6% | $4,763-9.1% |
| Participant deferral / active EE | $4,790 | $5,955-19.6% | $5,202-7.9% | $5,983-19.9% |
| Admin fee / account holder | $48 | $17,079-99.7% | $13,987-99.7% | $11,252-99.6% |