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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 | $73,269 | $96,388-24.0% | $80,627-9.1% | $139,466-47.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.99% | 1352.08%-1336.1pp | 936.76%-920.8pp | 373.66%-357.7pp |
| Employer contribution / active EE | $2,205 | $3,260-32.4% | $2,723-19.0% | $4,754-53.6% |
| Participant deferral / active EE | $7,907 | $5,224+51.3% | $4,443+78.0% | $6,712+17.8% |
| Admin fee / account holder | $294 | $6,603-95.5% | $5,381-94.5% | $11,409-97.4% |