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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 | $65,658 | $134,817-51.3% | $123,973-47.0% | $155,188-57.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.7%+10.8pp | 80.8%+6.7pp |
| Annual return | 13.23% | 515.49%-502.3pp | 388.13%-374.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $20,715 | $4,425+368.1% | $4,126+402.1% | $4,248+387.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $95 | $13,245-99.3% | $11,799-99.2% | $14,480-99.3% |