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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 | $128,423 | $202,440-36.6% | $169,390-24.2% | $139,466-7.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.85% | 532.36%-512.5pp | 406.07%-386.2pp | 373.66%-353.8pp |
| Employer contribution / active EE | $7,999 | $4,693+70.5% | $4,013+99.4% | $4,754+68.3% |
| Participant deferral / active EE | $17,317 | $6,940+149.5% | $6,222+178.3% | $6,712+158.0% |
| Admin fee / account holder | $3 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |