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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 | $91,960 | $165,381-44.4% | $149,730-38.6% | $158,966-42.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.04% | 348.29%-307.3pp | 276.70%-235.7pp | 302.95%-261.9pp |
| Employer contribution / active EE | $18,106 | $5,104+254.7% | $4,645+289.8% | $4,762+280.2% |
| Participant deferral / active EE | $16,624 | $7,182+131.5% | $6,843+143.0% | $5,983+177.9% |
| Admin fee / account holder | $50 | $10,809-99.5% | $9,310-99.5% | $11,250-99.6% |