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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 | $112,989 | $165,381-31.7% | $149,730-24.5% | $158,966-28.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.56% | 348.29%-325.7pp | 276.70%-254.1pp | 302.95%-280.4pp |
| Employer contribution / active EE | $9,712 | $5,104+90.3% | $4,645+109.1% | $4,762+103.9% |
| Participant deferral / active EE | $13,384 | $7,182+86.4% | $6,843+95.6% | $5,983+123.7% |
| Admin fee / account holder | $54 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |