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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 | $30,975 | $173,340-82.1% | $136,007-77.2% | $145,959-78.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.75% | 1163.32%-1149.6pp | 579.32%-565.6pp | 561.95%-548.2pp |
| Employer contribution / active EE | $7,212 | $5,275+36.7% | $4,215+71.1% | $4,661+54.7% |
| Participant deferral / active EE | $16,111 | $8,699+85.2% | $7,024+129.4% | $6,689+140.9% |
| Admin fee / account holder | $79 | $9,954-99.2% | $6,858-98.8% | $13,398-99.4% |