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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 | $93,268 | $165,361-43.6% | $149,715-37.7% | $158,950-41.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.01% | 348.24%-323.2pp | 276.66%-251.7pp | 302.91%-277.9pp |
| Employer contribution / active EE | $6,528 | $5,103+27.9% | $4,645+40.5% | $4,762+37.1% |
| Participant deferral / active EE | $20,600 | $7,182+186.8% | $6,842+201.1% | $5,983+244.3% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |