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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 | $153,975 | $176,071-12.5% | $159,450-3.4% | $167,497-8.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.75% | 331.79%-320.0pp | 263.60%-251.8pp | 478.62%-466.9pp |
| Employer contribution / active EE | $2,574 | $5,298-51.4% | $4,830-46.7% | $4,838-46.8% |
| Participant deferral / active EE | $7,294 | $7,750-5.9% | $7,352-0.8% | $6,341+15.0% |
| Admin fee / account holder | $0 | $12,555-100.0% | $10,800-100.0% | $12,310-100.0% |