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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 | $87,933 | $165,399-46.8% | $149,745-41.3% | $158,982-44.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.75% | 348.34%-332.6pp | 276.72%-261.0pp | 302.99%-287.2pp |
| Employer contribution / active EE | $10,196 | $5,105+99.7% | $4,646+119.5% | $4,763+114.1% |
| Participant deferral / active EE | $8,474 | $7,183+18.0% | $6,843+23.8% | $5,983+41.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |