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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 | $130,612 | $165,399-21.0% | $149,745-12.8% | $158,982-17.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.02% | 348.34%-325.3pp | 276.72%-253.7pp | 302.99%-280.0pp |
| Employer contribution / active EE | $1,641 | $5,105-67.8% | $4,646-64.7% | $4,763-65.5% |
| Participant deferral / active EE | $9,481 | $7,183+32.0% | $6,843+38.5% | $5,983+58.5% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |