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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 | $117,886 | $196,972-40.2% | $182,262-35.3% | $198,609-40.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.40% | 158.27%-138.9pp | 140.60%-121.2pp | 202.70%-183.3pp |
| Employer contribution / active EE | $11,452 | $5,364+113.5% | $5,046+127.0% | $5,055+126.5% |
| Participant deferral / active EE | $13,359 | $8,643+54.6% | $8,276+61.4% | $6,977+91.5% |
| Admin fee / account holder | $20 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |