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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 | $131,581 | $176,077-25.3% | $159,455-17.5% | $167,518-21.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.28% | 331.83%-318.6pp | 263.63%-250.4pp | 478.71%-465.4pp |
| Employer contribution / active EE | $2,458 | $5,298-53.6% | $4,830-49.1% | $4,838-49.2% |
| Participant deferral / active EE | $3,545 | $7,751-54.3% | $7,353-51.8% | $6,342-44.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |