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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 | $49,447 | $198,457-75.1% | $170,435-71.0% | $147,586-66.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.43% | 257.30%-246.9pp | 205.94%-195.5pp | 578.59%-568.2pp |
| Employer contribution / active EE | $7,020 | $6,183+13.5% | $5,432+29.2% | $4,876+44.0% |
| Participant deferral / active EE | $6,146 | $5,629+9.2% | $4,939+24.4% | $5,439+13.0% |
| Admin fee / account holder | $69 | $16,852-99.6% | $13,881-99.5% | $10,886-99.4% |