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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 | $55,210 | $165,399-66.6% | $149,745-63.1% | $158,982-65.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.48% | 348.34%-312.9pp | 276.72%-241.2pp | 302.99%-267.5pp |
| Employer contribution / active EE | $9,582 | $5,105+87.7% | $4,646+106.3% | $4,763+101.2% |
| Participant deferral / active EE | $7,810 | $7,183+8.7% | $6,843+14.1% | $5,983+30.5% |
| Admin fee / account holder | $187 | $10,811-98.3% | $9,312-98.0% | $11,252-98.3% |