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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 | $115,389 | $165,361-30.2% | $149,715-22.9% | $158,950-27.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.82% | 348.24%-333.4pp | 276.66%-261.8pp | 302.91%-288.1pp |
| Employer contribution / active EE | $15,719 | $5,103+208.0% | $4,645+238.4% | $4,762+230.1% |
| Participant deferral / active EE | $15,496 | $7,182+115.8% | $6,842+126.5% | $5,983+159.0% |
| Admin fee / account holder | $215 | $10,808-98.0% | $9,310-97.7% | $11,248-98.1% |