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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 | $104,520 | $165,399-36.8% | $149,745-30.2% | $158,982-34.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.96% | 348.34%-323.4pp | 276.72%-251.8pp | 302.99%-278.0pp |
| Employer contribution / active EE | $12,459 | $5,105+144.1% | $4,646+168.2% | $4,763+161.6% |
| Participant deferral / active EE | $8,951 | $7,183+24.6% | $6,843+30.8% | $5,983+49.6% |
| Admin fee / account holder | $53 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |