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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 | $75,743 | $165,399-54.2% | $149,745-49.4% | $158,982-52.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.23% | 348.34%-313.1pp | 276.72%-241.5pp | 302.99%-267.8pp |
| Employer contribution / active EE | $9,020 | $5,105+76.7% | $4,646+94.1% | $4,763+89.4% |
| Participant deferral / active EE | $17,040 | $7,183+137.2% | $6,843+149.0% | $5,983+184.8% |
| Admin fee / account holder | $194 | $10,811-98.2% | $9,312-97.9% | $11,252-98.3% |