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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 | $65,274 | $138,078-52.7% | $125,363-47.9% | $134,509-51.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 20.70% | 750.49%-729.8pp | 572.15%-551.4pp | 418.13%-397.4pp |
| Employer contribution / active EE | $23,943 | $5,245+356.5% | $4,815+397.3% | $4,741+405.1% |
| Participant deferral / active EE | $18,037 | $7,800+131.3% | $7,447+142.2% | $6,400+181.8% |
| Admin fee / account holder | $96 | $11,566-99.2% | $10,005-99.0% | $11,427-99.2% |