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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 | $36,806 | $217,432-83.1% | $185,851-80.2% | $167,553-78.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.18% | 148.43%-131.2pp | 122.11%-104.9pp | 478.89%-461.7pp |
| Employer contribution / active EE | $5,940 | $5,874+1.1% | $5,168+14.9% | $4,840+22.7% |
| Participant deferral / active EE | $4,492 | $6,357-29.3% | $5,569-19.3% | $6,343-29.2% |
| Admin fee / account holder | $18 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |