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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 | $62,493 | $202,440-69.1% | $169,390-63.1% | $139,466-55.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.98% | 532.36%-515.4pp | 406.07%-389.1pp | 373.66%-356.7pp |
| Employer contribution / active EE | $2,823 | $4,693-39.8% | $4,013-29.6% | $4,754-40.6% |
| Participant deferral / active EE | $4,276 | $6,940-38.4% | $6,222-31.3% | $6,712-36.3% |
| Admin fee / account holder | $227 | $10,722-97.9% | $9,015-97.5% | $11,409-98.0% |