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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 | $91,411 | $165,381-44.7% | $149,730-38.9% | $158,966-42.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.54% | 348.29%-325.8pp | 276.70%-254.2pp | 302.95%-280.4pp |
| Employer contribution / active EE | $12,576 | $5,104+146.4% | $4,645+170.7% | $4,762+164.1% |
| Participant deferral / active EE | $4,448 | $7,182-38.1% | $6,843-35.0% | $5,983-25.7% |
| Admin fee / account holder | $25 | $10,809-99.8% | $9,310-99.7% | $11,250-99.8% |