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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 | $66,253 | $176,120-62.4% | $159,487-58.5% | $167,553-60.5% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 10.99% | 331.95%-321.0pp | 263.71%-252.7pp | 478.89%-467.9pp |
| Employer contribution / active EE | $1,798 | $5,299-66.1% | $4,831-62.8% | $4,840-62.9% |
| Participant deferral / active EE | $6,668 | $7,752-14.0% | $7,354-9.3% | $6,343+5.1% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |