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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 | $69,275 | $160,070-56.7% | $147,117-52.9% | $145,897-52.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.50% | 98.69%-81.2pp | 420.54%-403.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $3,374 | $5,285-36.2% | $4,932-31.6% | $4,663-27.6% |
| Participant deferral / active EE | $17,937 | $8,419+113.0% | $8,065+122.4% | $6,689+168.1% |
| Admin fee / account holder | $88 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |