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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 | $96,946 | $198,457-51.2% | $170,435-43.1% | $147,586-34.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.03% | 257.30%-242.3pp | 205.94%-190.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $5,779 | $6,183-6.5% | $5,432+6.4% | $4,876+18.5% |
| Participant deferral / active EE | $5,230 | $5,629-7.1% | $4,939+5.9% | $5,439-3.8% |
| Admin fee / account holder | $228 | $16,852-98.6% | $13,881-98.4% | $10,886-97.9% |