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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 | $60,142 | $176,105-65.8% | $159,474-62.3% | $167,536-64.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.32% | 331.91%-307.6pp | 263.68%-239.4pp | 478.82%-454.5pp |
| Employer contribution / active EE | $9,814 | $5,299+85.2% | $4,831+103.1% | $4,839+102.8% |
| Participant deferral / active EE | $20,335 | $7,751+162.3% | $7,353+176.6% | $6,342+220.6% |
| Admin fee / account holder | $80 | $12,559-99.4% | $10,802-99.3% | $12,315-99.4% |