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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 | $30,883 | $160,059-80.7% | $140,019-77.9% | $135,380-77.2% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | 5.67% | 911.48%-905.8pp | 651.17%-645.5pp | 519.81%-514.1pp |
| Employer contribution / active EE | $11,391 | $6,420+77.4% | $5,605+103.2% | $4,779+138.4% |
| Participant deferral / active EE | $9,826 | $7,641+28.6% | $6,927+41.9% | $5,609+75.2% |
| Admin fee / account holder | $210 | $13,328-98.4% | $10,705-98.0% | $10,828-98.1% |