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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 | $133,610 | $198,470-32.7% | $170,444-21.6% | $147,585-9.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 28.21% | 257.30%-229.1pp | 205.94%-177.7pp | 578.56%-550.3pp |
| Employer contribution / active EE | $39,055 | $6,184+531.6% | $5,433+618.9% | $4,876+700.9% |
| Participant deferral / active EE | $23,000 | $5,629+308.6% | $4,939+365.6% | $5,439+322.9% |
| Admin fee / account holder | $135 | $16,852-99.2% | $13,881-99.0% | $10,885-98.8% |