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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 | $117,895 | $176,120-33.1% | $159,487-26.1% | $167,553-29.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.87% | 331.95%-315.1pp | 263.71%-246.8pp | 478.89%-462.0pp |
| Employer contribution / active EE | $3,337 | $5,299-37.0% | $4,831-30.9% | $4,840-31.0% |
| Participant deferral / active EE | $8,125 | $7,752+4.8% | $7,354+10.5% | $6,343+28.1% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |