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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 | $62,760 | $176,105-64.4% | $159,474-60.6% | $167,536-62.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.80% | 331.91%-316.1pp | 263.68%-247.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $8,201 | $5,299+54.8% | $4,831+69.8% | $4,839+69.5% |
| Participant deferral / active EE | $7,944 | $7,751+2.5% | $7,353+8.0% | $6,342+25.2% |
| Admin fee / account holder | $58 | $12,559-99.5% | $10,802-99.5% | $12,315-99.5% |