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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 | $82,658 | $209,874-60.6% | $189,537-56.4% | $167,536-50.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.99% | 748.61%-736.6pp | 555.34%-543.3pp | 478.82%-466.8pp |
| Employer contribution / active EE | $3,033 | $6,913-56.1% | $6,161-50.8% | $4,839-37.3% |
| Participant deferral / active EE | $4,659 | $8,934-47.8% | $8,220-43.3% | $6,342-26.5% |
| Admin fee / account holder | $33 | $14,299-99.8% | $12,048-99.7% | $12,315-99.7% |