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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 | $118,003 | $129,737-9.0% | $119,126-0.9% | $154,746-23.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.77% | 379.08%-360.3pp | 282.11%-263.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $11,497 | $4,375+162.8% | $4,034+185.0% | $4,379+162.5% |
| Participant deferral / active EE | $25,644 | $5,842+339.0% | $5,318+382.2% | $6,730+281.0% |
| Admin fee / account holder | $207 | $11,961-98.3% | $10,693-98.1% | $14,365-98.6% |