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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 | $170,005 | $114,119+49.0% | $107,187+58.6% | $138,895+22.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.93% | 273.21%-255.3pp | 204.55%-186.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,479 | $4,059-38.9% | $3,782-34.4% | $4,194-40.9% |
| Participant deferral / active EE | $21,547 | $5,538+289.1% | $5,096+322.8% | $6,396+236.9% |
| Admin fee / account holder | $10 | $10,024-99.9% | $9,162-99.9% | $12,562-99.9% |