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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 | $142,523 | $165,381-13.8% | $149,730-4.8% | $158,966-10.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.61% | 348.29%-336.7pp | 276.70%-265.1pp | 302.95%-291.3pp |
| Employer contribution / active EE | $19,474 | $5,104+281.5% | $4,645+319.2% | $4,762+308.9% |
| Participant deferral / active EE | $13,450 | $7,182+87.3% | $6,843+96.6% | $5,983+124.8% |
| Admin fee / account holder | $123 | $10,809-98.9% | $9,310-98.7% | $11,250-98.9% |