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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 | $50,075 | $180,459-72.3% | $154,108-67.5% | $135,380-63.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.04% | 888.21%-884.2pp | 735.21%-731.2pp | 519.81%-515.8pp |
| Employer contribution / active EE | $5,193 | $6,035-14.0% | $5,298-2.0% | $4,779+8.7% |
| Participant deferral / active EE | $2,765 | $5,806-52.4% | $5,081-45.6% | $5,609-50.7% |
| Admin fee / account holder | $96 | $16,145-99.4% | $13,411-99.3% | $10,828-99.1% |