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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 | $65,280 | $138,102-52.7% | $125,381-47.9% | $134,532-51.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | 19.87% | 750.73%-730.9pp | 572.31%-552.4pp | 418.27%-398.4pp |
| Employer contribution / active EE | $1,670 | $5,245-68.2% | $4,815-65.3% | $4,741-64.8% |
| Participant deferral / active EE | $4,600 | $7,801-41.0% | $7,448-38.2% | $6,401-28.1% |
| Admin fee / account holder | $128 | $11,568-98.9% | $10,007-98.7% | $11,429-98.9% |