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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 | $155,931 | $165,399-5.7% | $149,745+4.1% | $158,982-1.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.88% | 348.34%-316.5pp | 276.72%-244.8pp | 302.99%-271.1pp |
| Employer contribution / active EE | $37,500 | $5,105+634.6% | $4,646+707.2% | $4,763+687.3% |
| Participant deferral / active EE | $19,500 | $7,183+171.5% | $6,843+185.0% | $5,983+225.9% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |