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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 | $71,002 | $210,698-66.3% | $178,014-60.1% | $145,959-51.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.42% | 386.27%-375.9pp | 294.80%-284.4pp | 561.95%-551.5pp |
| Employer contribution / active EE | $9,733 | $4,567+113.1% | $3,950+146.4% | $4,661+108.8% |
| Participant deferral / active EE | $13,544 | $6,958+94.6% | $6,276+115.8% | $6,689+102.5% |
| Admin fee / account holder | $16 | $12,016-99.9% | $10,362-99.8% | $13,398-99.9% |