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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 | $112,798 | $176,105-35.9% | $159,474-29.3% | $167,536-32.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.81% | 331.91%-317.1pp | 263.68%-248.9pp | 478.82%-464.0pp |
| Employer contribution / active EE | $6,762 | $5,299+27.6% | $4,831+40.0% | $4,839+39.7% |
| Participant deferral / active EE | $3,714 | $7,751-52.1% | $7,353-49.5% | $6,342-41.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |