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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 | $64,785 | $209,422-69.1% | $178,503-63.7% | $158,982-59.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.17% | 188.81%-169.6pp | 151.12%-131.9pp | 302.99%-283.8pp |
| Employer contribution / active EE | $1,904 | $5,707-66.6% | $5,011-62.0% | $4,763-60.0% |
| Participant deferral / active EE | $8,090 | $5,955+35.9% | $5,202+55.5% | $5,983+35.2% |
| Admin fee / account holder | $16 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |