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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 | $119,869 | $176,105-31.9% | $159,474-24.8% | $167,536-28.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.18% | 331.91%-304.7pp | 263.68%-236.5pp | 478.82%-451.6pp |
| Employer contribution / active EE | $31,000 | $5,299+485.0% | $4,831+541.7% | $4,839+540.6% |
| Participant deferral / active EE | $26,000 | $7,751+235.4% | $7,353+253.6% | $6,342+309.9% |
| Admin fee / account holder | $60 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |