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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 | $45,980 | $202,440-77.3% | $169,390-72.9% | $139,466-67.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 23.06% | 532.36%-509.3pp | 406.07%-383.0pp | 373.66%-350.6pp |
| Employer contribution / active EE | $5,662 | $4,693+20.6% | $4,013+41.1% | $4,754+19.1% |
| Participant deferral / active EE | $6,287 | $6,940-9.4% | $6,222+1.0% | $6,712-6.3% |
| Admin fee / account holder | $160 | $10,722-98.5% | $9,015-98.2% | $11,409-98.6% |