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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 | $105,841 | $165,381-36.0% | $149,730-29.3% | $158,966-33.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.58% | 348.29%-330.7pp | 276.70%-259.1pp | 302.95%-285.4pp |
| Employer contribution / active EE | $9,037 | $5,104+77.1% | $4,645+94.6% | $4,762+89.8% |
| Participant deferral / active EE | $11,305 | $7,182+57.4% | $6,843+65.2% | $5,983+88.9% |
| Admin fee / account holder | $62 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |