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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 | $85,780 | $198,457-56.8% | $170,435-49.7% | $147,586-41.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.33% | 257.30%-248.0pp | 205.94%-196.6pp | 578.59%-569.3pp |
| Employer contribution / active EE | $1,834 | $6,183-70.3% | $5,432-66.2% | $4,876-62.4% |
| Participant deferral / active EE | $8,054 | $5,629+43.1% | $4,939+63.1% | $5,439+48.1% |
| Admin fee / account holder | $26 | $16,852-99.8% | $13,881-99.8% | $10,886-99.8% |