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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 | $51,273 | $165,361-69.0% | $149,715-65.8% | $158,950-67.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.14% | 348.24%-324.1pp | 276.66%-252.5pp | 302.91%-278.8pp |
| Employer contribution / active EE | $12,291 | $5,103+140.8% | $4,645+164.6% | $4,762+158.1% |
| Participant deferral / active EE | $8,938 | $7,182+24.5% | $6,842+30.6% | $5,983+49.4% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |