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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 | $229,378 | $165,381+38.7% | $149,730+53.2% | $158,966+44.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.00% | 348.29%-327.3pp | 276.70%-255.7pp | 302.95%-282.0pp |
| Employer contribution / active EE | $22,343 | $5,104+337.7% | $4,645+381.0% | $4,762+369.1% |
| Participant deferral / active EE | $11,635 | $7,182+62.0% | $6,843+70.0% | $5,983+94.5% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |