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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 | $75,759 | $165,351-54.2% | $149,710-49.4% | $158,931-52.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.89% | 348.19%-318.3pp | 276.63%-246.7pp | 302.86%-273.0pp |
| Employer contribution / active EE | $18,121 | $5,103+255.1% | $4,645+290.2% | $4,761+280.6% |
| Participant deferral / active EE | $20,493 | $7,181+185.4% | $6,842+199.5% | $5,982+242.6% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,247-99.8% |