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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 | $94,084 | $176,105-46.6% | $159,474-41.0% | $167,536-43.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.56% | 331.91%-321.4pp | 263.68%-253.1pp | 478.82%-468.3pp |
| Employer contribution / active EE | $2,271 | $5,299-57.1% | $4,831-53.0% | $4,839-53.1% |
| Participant deferral / active EE | $8,283 | $7,751+6.9% | $7,353+12.6% | $6,342+30.6% |
| Admin fee / account holder | $21 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |