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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 | $60,754 | $165,399-63.3% | $149,745-59.4% | $158,982-61.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.87% | 348.34%-328.5pp | 276.72%-256.9pp | 302.99%-283.1pp |
| Employer contribution / active EE | $8,134 | $5,105+59.3% | $4,646+75.1% | $4,763+70.8% |
| Participant deferral / active EE | $7,306 | $7,183+1.7% | $6,843+6.8% | $5,983+22.1% |
| Admin fee / account holder | $45 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |