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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 | $47,007 | $165,399-71.6% | $149,745-68.6% | $158,982-70.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.88% | 348.34%-330.5pp | 276.72%-258.8pp | 302.99%-285.1pp |
| Employer contribution / active EE | $6,250 | $5,105+22.4% | $4,646+34.5% | $4,763+31.2% |
| Participant deferral / active EE | $6,250 | $7,183-13.0% | $6,843-8.7% | $5,983+4.5% |
| Admin fee / account holder | $150 | $10,811-98.6% | $9,312-98.4% | $11,252-98.7% |