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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 | $86,392 | $129,737-33.4% | $119,126-27.5% | $154,746-44.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 20.60% | 379.08%-358.5pp | 282.11%-261.5pp | 172.34%-151.7pp |
| Employer contribution / active EE | $8,986 | $4,375+105.4% | $4,034+122.8% | $4,379+105.2% |
| Participant deferral / active EE | $11,128 | $5,842+90.5% | $5,318+109.2% | $6,730+65.3% |
| Admin fee / account holder | $16 | $11,961-99.9% | $10,693-99.8% | $14,365-99.9% |