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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 | $137,844 | $165,399-16.7% | $149,745-7.9% | $158,982-13.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.59% | 348.34%-328.7pp | 276.72%-257.1pp | 302.99%-283.4pp |
| Employer contribution / active EE | $9,172 | $5,105+79.7% | $4,646+97.4% | $4,763+92.6% |
| Participant deferral / active EE | $14,917 | $7,183+107.7% | $6,843+118.0% | $5,983+149.3% |
| Admin fee / account holder | $109 | $10,811-99.0% | $9,312-98.8% | $11,252-99.0% |