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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 | $55,485 | $129,737-57.2% | $119,126-53.4% | $154,746-64.1% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 20.68% | 379.08%-358.4pp | 282.11%-261.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $12,573 | $4,375+187.4% | $4,034+211.7% | $4,379+187.1% |
| Participant deferral / active EE | $11,296 | $5,842+93.4% | $5,318+112.4% | $6,730+67.8% |
| Admin fee / account holder | $243 | $11,961-98.0% | $10,693-97.7% | $14,365-98.3% |