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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 | $43,574 | $180,459-75.9% | $154,108-71.7% | $135,380-67.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.22% | 888.21%-880.0pp | 735.21%-727.0pp | 519.81%-511.6pp |
| Employer contribution / active EE | $3,813 | $6,035-36.8% | $5,298-28.0% | $4,779-20.2% |
| Participant deferral / active EE | $2,731 | $5,806-53.0% | $5,081-46.2% | $5,609-51.3% |
| Admin fee / account holder | $160 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |