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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 | $71,952 | $135,645-47.0% | $110,243-34.7% | $135,380-46.9% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | 3.95% | 513.24%-509.3pp | 314.76%-310.8pp | 519.81%-515.9pp |
| Employer contribution / active EE | $2,323 | $4,907-52.7% | $3,827-39.3% | $4,779-51.4% |
| Participant deferral / active EE | $5,371 | $5,507-2.5% | $4,672+14.9% | $5,609-4.3% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |