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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 | $56,766 | $209,422-72.9% | $178,503-68.2% | $158,982-64.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.62% | 188.81%-165.2pp | 151.12%-127.5pp | 302.99%-279.4pp |
| Employer contribution / active EE | $1,568 | $5,707-72.5% | $5,011-68.7% | $4,763-67.1% |
| Participant deferral / active EE | $5,116 | $5,955-14.1% | $5,202-1.7% | $5,983-14.5% |
| Admin fee / account holder | $287 | $17,079-98.3% | $13,987-97.9% | $11,252-97.4% |