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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 | $134,817-52.6% | $123,973-48.4% | $155,188-58.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 19.04% | 515.49%-496.5pp | 388.13%-369.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $3,099 | $4,425-30.0% | $4,126-24.9% | $4,248-27.0% |
| Participant deferral / active EE | $6,972 | $5,706+22.2% | $5,247+32.9% | $6,531+6.8% |
| Admin fee / account holder | $178 | $13,245-98.7% | $11,799-98.5% | $14,480-98.8% |