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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 | $45,541 | $165,399-72.5% | $149,745-69.6% | $158,982-71.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.67% | 348.34%-314.7pp | 276.72%-243.1pp | 302.99%-269.3pp |
| Employer contribution / active EE | $8,625 | $5,105+69.0% | $4,646+85.7% | $4,763+81.1% |
| Participant deferral / active EE | $8,910 | $7,183+24.1% | $6,843+30.2% | $5,983+48.9% |
| Admin fee / account holder | $126 | $10,811-98.8% | $9,312-98.6% | $11,252-98.9% |