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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 | $63,936 | $129,737-50.7% | $119,126-46.3% | $154,746-58.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.04% | 379.08%-360.0pp | 282.11%-263.1pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,099 | $4,375-29.2% | $4,034-23.2% | $4,379-29.2% |
| Participant deferral / active EE | $6,972 | $5,842+19.3% | $5,318+31.1% | $6,730+3.6% |
| Admin fee / account holder | $178 | $11,961-98.5% | $10,693-98.3% | $14,365-98.8% |