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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 | $75,254 | $134,817-44.2% | $123,973-39.3% | $155,188-51.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.92% | 515.49%-499.6pp | 388.13%-372.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $3,875 | $4,425-12.4% | $4,126-6.1% | $4,248-8.8% |
| Participant deferral / active EE | $6,762 | $5,706+18.5% | $5,247+28.9% | $6,531+3.5% |
| Admin fee / account holder | $1 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |