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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 | $137,948 | $165,381-16.6% | $149,730-7.9% | $158,966-13.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.91% | 348.29%-337.4pp | 276.70%-265.8pp | 302.95%-292.0pp |
| Employer contribution / active EE | $17,160 | $5,104+236.2% | $4,645+269.4% | $4,762+260.3% |
| Participant deferral / active EE | $8,127 | $7,182+13.1% | $6,843+18.8% | $5,983+35.8% |
| Admin fee / account holder | $49 | $10,809-99.5% | $9,310-99.5% | $11,250-99.6% |