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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 | $86,766 | $176,120-50.7% | $159,487-45.6% | $167,553-48.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.00% | 331.95%-319.0pp | 263.71%-250.7pp | 478.89%-465.9pp |
| Employer contribution / active EE | $3,968 | $5,299-25.1% | $4,831-17.9% | $4,840-18.0% |
| Participant deferral / active EE | $3,501 | $7,752-54.8% | $7,354-52.4% | $6,343-44.8% |
| Admin fee / account holder | $143 | $12,561-98.9% | $10,804-98.7% | $12,316-98.8% |