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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 | $75,958 | $165,381-54.1% | $149,730-49.3% | $158,966-52.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.07% | 348.29%-332.2pp | 276.70%-260.6pp | 302.95%-286.9pp |
| Employer contribution / active EE | $13,477 | $5,104+164.0% | $4,645+190.1% | $4,762+183.0% |
| Participant deferral / active EE | $8,818 | $7,182+22.8% | $6,843+28.9% | $5,983+47.4% |
| Admin fee / account holder | $75 | $10,809-99.3% | $9,310-99.2% | $11,250-99.3% |