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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 | $87,173 | $202,463-56.9% | $169,397-48.5% | $139,487-37.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.88% | 532.64%-511.8pp | 406.23%-385.3pp | 373.84%-353.0pp |
| Employer contribution / active EE | $5,810 | $4,694+23.8% | $4,013+44.8% | $4,755+22.2% |
| Participant deferral / active EE | $9,800 | $6,941+41.2% | $6,223+57.5% | $6,713+46.0% |
| Admin fee / account holder | $279 | $10,726-97.4% | $9,017-96.9% | $11,407-97.6% |