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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 | $130,894 | $165,399-20.9% | $149,745-12.6% | $158,982-17.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.89% | 348.34%-332.4pp | 276.72%-260.8pp | 302.99%-287.1pp |
| Employer contribution / active EE | $11,313 | $5,105+121.6% | $4,646+143.5% | $4,763+137.5% |
| Participant deferral / active EE | $11,273 | $7,183+56.9% | $6,843+64.7% | $5,983+88.4% |
| Admin fee / account holder | $219 | $10,811-98.0% | $9,312-97.7% | $11,252-98.1% |