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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 | $103,999 | $165,399-37.1% | $149,745-30.5% | $158,982-34.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.82% | 348.34%-334.5pp | 276.72%-262.9pp | 302.99%-289.2pp |
| Employer contribution / active EE | $16,768 | $5,105+228.5% | $4,646+260.9% | $4,763+252.1% |
| Participant deferral / active EE | $17,100 | $7,183+138.1% | $6,843+149.9% | $5,983+185.8% |
| Admin fee / account holder | $41 | $10,811-99.6% | $9,312-99.6% | $11,252-99.6% |