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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 | $151,676 | $202,440-25.1% | $169,390-10.5% | $139,466+8.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 24.57% | 532.36%-507.8pp | 406.07%-381.5pp | 373.66%-349.1pp |
| Employer contribution / active EE | $11,253 | $4,693+139.8% | $4,013+180.4% | $4,754+136.7% |
| Participant deferral / active EE | $17,248 | $6,940+148.5% | $6,222+177.2% | $6,712+157.0% |
| Admin fee / account holder | $291 | $10,722-97.3% | $9,015-96.8% | $11,409-97.4% |