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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 | $49,562 | $217,427-77.2% | $185,837-73.3% | $167,518-70.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.14% | 148.39%-129.3pp | 122.08%-102.9pp | 478.71%-459.6pp |
| Employer contribution / active EE | $2,728 | $5,874-53.6% | $5,168-47.2% | $4,838-43.6% |
| Participant deferral / active EE | $7,552 | $6,357+18.8% | $5,568+35.6% | $6,342+19.1% |
| Admin fee / account holder | $103 | $19,816-99.5% | $16,241-99.4% | $12,312-99.2% |