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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 | $36,324 | $165,361-78.0% | $149,715-75.7% | $158,950-77.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.85% | 348.24%-336.4pp | 276.66%-264.8pp | 302.91%-291.1pp |
| Employer contribution / active EE | $6,800 | $5,103+33.2% | $4,645+46.4% | $4,762+42.8% |
| Participant deferral / active EE | $11,272 | $7,182+57.0% | $6,842+64.7% | $5,983+88.4% |
| Admin fee / account holder | $177 | $10,808-98.4% | $9,310-98.1% | $11,248-98.4% |