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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 | $160,040-56.7% | $147,096-52.9% | $145,877-52.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.50% | 98.49%-81.0pp | 419.75%-402.2pp | 551.28%-533.8pp |
| Employer contribution / active EE | $3,374 | $5,289-36.2% | $4,936-31.7% | $4,663-27.7% |
| Participant deferral / active EE | $17,937 | $8,429+112.8% | $8,071+122.2% | $6,691+168.1% |
| Admin fee / account holder | $88 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |