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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 | $81,693 | $202,463-59.7% | $169,397-51.8% | $139,487-41.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 9.36% | 532.64%-523.3pp | 406.23%-396.9pp | 373.84%-364.5pp |
| Employer contribution / active EE | $12,944 | $4,694+175.8% | $4,013+222.5% | $4,755+172.2% |
| Participant deferral / active EE | $10,400 | $6,941+49.8% | $6,223+67.1% | $6,713+54.9% |
| Admin fee / account holder | $223 | $10,726-97.9% | $9,017-97.5% | $11,407-98.0% |