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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 | $100,409 | $165,399-39.3% | $149,745-32.9% | $158,982-36.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.28% | 348.34%-312.1pp | 276.72%-240.4pp | 302.99%-266.7pp |
| Employer contribution / active EE | $13,831 | $5,105+170.9% | $4,646+197.7% | $4,763+190.4% |
| Participant deferral / active EE | $15,055 | $7,183+109.6% | $6,843+120.0% | $5,983+151.6% |
| Admin fee / account holder | $182 | $10,811-98.3% | $9,312-98.0% | $11,252-98.4% |