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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 | $94,881 | $165,399-42.6% | $149,745-36.6% | $158,982-40.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.15% | 348.34%-330.2pp | 276.72%-258.6pp | 302.99%-284.8pp |
| Employer contribution / active EE | $13,971 | $5,105+173.7% | $4,646+200.7% | $4,763+193.3% |
| Participant deferral / active EE | $10,750 | $7,183+49.7% | $6,843+57.1% | $5,983+79.7% |
| Admin fee / account holder | $167 | $10,811-98.5% | $9,312-98.2% | $11,252-98.5% |