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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 | $133,196 | $165,381-19.5% | $149,730-11.0% | $158,966-16.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.64% | 348.29%-311.7pp | 276.70%-240.1pp | 302.95%-266.3pp |
| Employer contribution / active EE | $10,051 | $5,104+96.9% | $4,645+116.4% | $4,762+111.0% |
| Participant deferral / active EE | $6,634 | $7,182-7.6% | $6,843-3.1% | $5,983+10.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |