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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 | $59,852 | $190,879-68.6% | $160,009-62.6% | $134,532-55.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 6.36% | 552.63%-546.3pp | 408.85%-402.5pp | 418.27%-411.9pp |
| Employer contribution / active EE | $5,000 | $4,995+0.1% | $4,225+18.3% | $4,741+5.5% |
| Participant deferral / active EE | $3,548 | $6,924-48.8% | $6,183-42.6% | $6,401-44.6% |
| Admin fee / account holder | $73 | $10,495-99.3% | $8,715-99.2% | $11,429-99.4% |