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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 | $146,244 | $165,399-11.6% | $149,745-2.3% | $158,982-8.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.95% | 348.34%-335.4pp | 276.72%-263.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $12,304 | $5,105+141.0% | $4,646+164.8% | $4,763+158.3% |
| Participant deferral / active EE | $12,318 | $7,183+71.5% | $6,843+80.0% | $5,983+105.9% |
| Admin fee / account holder | $246 | $10,811-97.7% | $9,312-97.4% | $11,252-97.8% |