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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 | $51,981 | $198,462-73.8% | $170,439-69.5% | $147,585-64.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.38% | 257.30%-243.9pp | 205.94%-192.6pp | 578.58%-565.2pp |
| Employer contribution / active EE | $2,431 | $6,184-60.7% | $5,433-55.3% | $4,876-50.2% |
| Participant deferral / active EE | $9,574 | $5,629+70.1% | $4,939+93.8% | $5,439+76.0% |
| Admin fee / account holder | $133 | $16,852-99.2% | $13,881-99.0% | $10,886-98.8% |