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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 | $84,551 | $165,399-48.9% | $149,745-43.5% | $158,982-46.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.86% | 348.34%-331.5pp | 276.72%-259.9pp | 302.99%-286.1pp |
| Employer contribution / active EE | $10,333 | $5,105+102.4% | $4,646+122.4% | $4,763+117.0% |
| Participant deferral / active EE | $6,842 | $7,183-4.7% | $6,8430% | $5,983+14.3% |
| Admin fee / account holder | $2 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |