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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 | $74,008 | $202,440-63.4% | $169,390-56.3% | $139,466-46.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 34.37% | 532.36%-498.0pp | 406.07%-371.7pp | 373.66%-339.3pp |
| Employer contribution / active EE | $21,560 | $4,693+359.4% | $4,013+437.3% | $4,754+353.5% |
| Participant deferral / active EE | $20,188 | $6,940+190.9% | $6,222+224.4% | $6,712+200.8% |
| Admin fee / account holder | $20 | $10,722-99.8% | $9,015-99.8% | $11,409-99.8% |