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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 | $63,689 | $160,070-60.2% | $147,117-56.7% | $145,897-56.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.87% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $5,381 | $5,285+1.8% | $4,932+9.1% | $4,663+15.4% |
| Participant deferral / active EE | $30,564 | $8,419+263.0% | $8,065+279.0% | $6,689+356.9% |
| Admin fee / account holder | $297 | $15,035-98.0% | $12,993-97.7% | $13,390-97.8% |