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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 | $34,560 | $165,361-79.1% | $149,715-76.9% | $158,950-78.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.73% | 348.24%-326.5pp | 276.66%-254.9pp | 302.91%-281.2pp |
| Employer contribution / active EE | $29,715 | $5,103+482.2% | $4,645+539.7% | $4,762+524.0% |
| Participant deferral / active EE | $11,753 | $7,182+63.6% | $6,842+71.8% | $5,983+96.4% |
| Admin fee / account holder | $131 | $10,808-98.8% | $9,310-98.6% | $11,248-98.8% |