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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 | $115,784 | $121,677-4.8% | $104,625+10.7% | $158,966-27.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.73% | 465.58%-454.8pp | 340.60%-329.9pp | 302.95%-292.2pp |
| Employer contribution / active EE | $28,693 | $3,165+806.6% | $2,681+970.1% | $4,762+502.5% |
| Participant deferral / active EE | $3,040 | $4,175-27.2% | $3,738-18.7% | $5,983-49.2% |
| Admin fee / account holder | $203 | $7,777-97.4% | $6,465-96.9% | $11,250-98.2% |