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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 | $62,372 | $217,432-71.3% | $185,851-66.4% | $167,553-62.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.59% | 148.43%-127.8pp | 122.11%-101.5pp | 478.89%-458.3pp |
| Employer contribution / active EE | $2,556 | $5,874-56.5% | $5,168-50.6% | $4,840-47.2% |
| Participant deferral / active EE | $7,805 | $6,357+22.8% | $5,569+40.2% | $6,343+23.1% |
| Admin fee / account holder | $128 | $19,820-99.4% | $16,245-99.2% | $12,316-99.0% |