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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 | $51,652 | $165,399-68.8% | $149,745-65.5% | $158,982-67.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.60% | 348.34%-328.7pp | 276.72%-257.1pp | 302.99%-283.4pp |
| Employer contribution / active EE | $11,686 | $5,105+128.9% | $4,646+151.6% | $4,763+145.4% |
| Participant deferral / active EE | $10,923 | $7,183+52.1% | $6,843+59.6% | $5,983+82.5% |
| Admin fee / account holder | $166 | $10,811-98.5% | $9,312-98.2% | $11,252-98.5% |