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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 | $116,668 | $134,817-13.5% | $123,973-5.9% | $155,188-24.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 23.54% | 515.49%-492.0pp | 388.13%-364.6pp | 148.84%-125.3pp |
| Employer contribution / active EE | $1,564 | $4,425-64.6% | $4,126-62.1% | $4,248-63.2% |
| Participant deferral / active EE | $4,304 | $5,706-24.6% | $5,247-18.0% | $6,531-34.1% |
| Admin fee / account holder | $19 | $13,245-99.9% | $11,799-99.8% | $14,480-99.9% |