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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 | $80,603 | $165,399-51.3% | $149,745-46.2% | $158,982-49.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.47% | 348.34%-324.9pp | 276.72%-253.3pp | 302.99%-279.5pp |
| Employer contribution / active EE | $13,914 | $5,105+172.6% | $4,646+199.5% | $4,763+192.1% |
| Participant deferral / active EE | $11,374 | $7,183+58.4% | $6,843+66.2% | $5,983+90.1% |
| Admin fee / account holder | $289 | $10,811-97.3% | $9,312-96.9% | $11,252-97.4% |