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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 | $116,119 | $165,361-29.8% | $149,715-22.4% | $158,950-26.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.56% | 348.24%-332.7pp | 276.66%-261.1pp | 302.91%-287.3pp |
| Employer contribution / active EE | $13,592 | $5,103+166.3% | $4,645+192.6% | $4,762+185.4% |
| Participant deferral / active EE | $14,129 | $7,182+96.7% | $6,842+106.5% | $5,983+136.2% |
| Admin fee / account holder | $18 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |