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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 | $87,661 | $165,399-47.0% | $149,745-41.5% | $158,982-44.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.70% | 348.34%-323.6pp | 276.72%-252.0pp | 302.99%-278.3pp |
| Employer contribution / active EE | $11,240 | $5,105+120.2% | $4,646+141.9% | $4,763+136.0% |
| Participant deferral / active EE | $14,951 | $7,183+108.2% | $6,843+118.5% | $5,983+149.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |