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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 | $108,470 | $165,351-34.4% | $149,710-27.5% | $158,931-31.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.68% | 348.19%-324.5pp | 276.63%-253.0pp | 302.86%-279.2pp |
| Employer contribution / active EE | $8,630 | $5,103+69.1% | $4,645+85.8% | $4,761+81.2% |
| Participant deferral / active EE | $8,578 | $7,181+19.5% | $6,842+25.4% | $5,982+43.4% |
| Admin fee / account holder | $219 | $10,807-98.0% | $9,309-97.7% | $11,247-98.1% |