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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 | $121,205 | $165,381-26.7% | $149,730-19.1% | $158,966-23.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.85% | 348.29%-316.4pp | 276.70%-244.8pp | 302.95%-271.1pp |
| Employer contribution / active EE | $12,688 | $5,104+148.6% | $4,645+173.1% | $4,762+166.4% |
| Participant deferral / active EE | $6,590 | $7,182-8.2% | $6,843-3.7% | $5,983+10.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |