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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 | $133,559 | $198,457-32.7% | $170,435-21.6% | $147,586-9.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.68% | 257.30%-238.6pp | 205.94%-187.3pp | 578.59%-559.9pp |
| Employer contribution / active EE | $6,856 | $6,183+10.9% | $5,432+26.2% | $4,876+40.6% |
| Participant deferral / active EE | $6,330 | $5,629+12.4% | $4,939+28.2% | $5,439+16.4% |
| Admin fee / account holder | $61 | $16,852-99.6% | $13,881-99.6% | $10,886-99.4% |