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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 | $69,620 | $125,778-44.6% | $114,563-39.2% | $154,746-55.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 22.07% | 295.14%-273.1pp | 241.09%-219.0pp | 172.34%-150.3pp |
| Employer contribution / active EE | $7,512 | $2,806+167.7% | $2,592+189.8% | $4,379+71.5% |
| Participant deferral / active EE | $10,810 | $4,445+143.2% | $4,142+161.0% | $6,730+60.6% |
| Admin fee / account holder | $13 | $8,190-99.8% | $7,623-99.8% | $14,365-99.9% |