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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 | $101,779 | $165,361-38.5% | $149,715-32.0% | $158,950-36.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.19% | 348.24%-330.1pp | 276.66%-258.5pp | 302.91%-284.7pp |
| Employer contribution / active EE | $6,537 | $5,103+28.1% | $4,645+40.7% | $4,762+37.3% |
| Participant deferral / active EE | $7,527 | $7,182+4.8% | $6,842+10.0% | $5,983+25.8% |
| Admin fee / account holder | $73 | $10,808-99.3% | $9,310-99.2% | $11,248-99.4% |