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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 | $49,777 | $198,457-74.9% | $170,435-70.8% | $147,586-66.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.35% | 257.30%-240.0pp | 205.94%-188.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $5,556 | $6,183-10.1% | $5,432+2.3% | $4,876+13.9% |
| Participant deferral / active EE | $3,556 | $5,629-36.8% | $4,939-28.0% | $5,439-34.6% |
| Admin fee / account holder | $261 | $16,852-98.4% | $13,881-98.1% | $10,886-97.6% |