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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 | $138,485 | $165,399-16.3% | $149,745-7.5% | $158,982-12.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.56% | 348.34%-327.8pp | 276.72%-256.2pp | 302.99%-282.4pp |
| Employer contribution / active EE | $12,375 | $5,105+142.4% | $4,646+166.4% | $4,763+159.8% |
| Participant deferral / active EE | $13,325 | $7,183+85.5% | $6,843+94.7% | $5,983+122.7% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |