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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 | $68,388 | $198,461-65.5% | $170,436-59.9% | $147,585-53.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.74% | 257.30%-238.6pp | 205.94%-187.2pp | 578.57%-559.8pp |
| Employer contribution / active EE | $4,523 | $6,184-26.8% | $5,433-16.7% | $4,876-7.2% |
| Participant deferral / active EE | $3,623 | $5,629-35.6% | $4,939-26.6% | $5,439-33.4% |
| Admin fee / account holder | $271 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |