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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 | $53,103 | $144,124-63.2% | $117,857-54.9% | $147,585-64.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 23.25% | 531.17%-507.9pp | 335.09%-311.8pp | 578.57%-555.3pp |
| Employer contribution / active EE | $13,473 | $4,897+175.2% | $3,786+255.9% | $4,876+176.3% |
| Participant deferral / active EE | $12,000 | $5,316+125.7% | $4,482+167.7% | $5,439+120.6% |
| Admin fee / account holder | $172 | $10,886-98.4% | $8,020-97.9% | $10,885-98.4% |