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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 | $144,080 | $176,120-18.2% | $159,487-9.7% | $167,553-14.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.43% | 331.95%-316.5pp | 263.71%-248.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $6,397 | $5,299+20.7% | $4,831+32.4% | $4,840+32.2% |
| Participant deferral / active EE | $9,025 | $7,752+16.4% | $7,354+22.7% | $6,343+42.3% |
| Admin fee / account holder | $60 | $12,561-99.5% | $10,804-99.4% | $12,316-99.5% |