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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 | $35,668 | $134,817-73.5% | $123,973-71.2% | $155,188-77.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.47% | 515.49%-498.0pp | 388.13%-370.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $8,000 | $4,425+80.8% | $4,126+93.9% | $4,248+88.3% |
| Participant deferral / active EE | $5,085 | $5,706-10.9% | $5,247-3.1% | $6,531-22.1% |
| Admin fee / account holder | $123 | $13,245-99.1% | $11,799-99.0% | $14,480-99.2% |