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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 | $84,909 | $198,461-57.2% | $170,436-50.2% | $147,585-42.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.38% | 257.30%-236.9pp | 205.94%-185.6pp | 578.57%-558.2pp |
| Employer contribution / active EE | $5,739 | $6,184-7.2% | $5,433+5.6% | $4,876+17.7% |
| Participant deferral / active EE | $3,802 | $5,629-32.5% | $4,939-23.0% | $5,439-30.1% |
| Admin fee / account holder | $32 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |