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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 | $144,367 | $210,698-31.5% | $178,014-18.9% | $145,959-1.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.05% | 386.27%-370.2pp | 294.80%-278.8pp | 561.95%-545.9pp |
| Employer contribution / active EE | $8,000 | $4,567+75.2% | $3,950+102.5% | $4,661+71.6% |
| Participant deferral / active EE | $12,747 | $6,958+83.2% | $6,276+103.1% | $6,689+90.6% |
| Admin fee / account holder | $282 | $12,016-97.7% | $10,362-97.3% | $13,398-97.9% |