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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 | $71,263 | $165,351-56.9% | $149,710-52.4% | $158,931-55.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.42% | 348.19%-336.8pp | 276.63%-265.2pp | 302.86%-291.4pp |
| Employer contribution / active EE | $10,596 | $5,103+107.6% | $4,645+128.1% | $4,761+122.5% |
| Participant deferral / active EE | $3,074 | $7,181-57.2% | $6,842-55.1% | $5,982-48.6% |
| Admin fee / account holder | $18 | $10,807-99.8% | $9,309-99.8% | $11,247-99.8% |