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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 | $58,675 | $165,399-64.5% | $149,745-60.8% | $158,982-63.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.51% | 348.34%-316.8pp | 276.72%-245.2pp | 302.99%-271.5pp |
| Employer contribution / active EE | $9,383 | $5,105+83.8% | $4,646+102.0% | $4,763+97.0% |
| Participant deferral / active EE | $15,430 | $7,183+114.8% | $6,843+125.5% | $5,983+157.9% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |