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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 | $142,190 | $160,040-11.2% | $147,096-3.3% | $145,877-2.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.32% | 98.49%-87.2pp | 419.75%-408.4pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,250 | $5,289-57.5% | $4,936-54.4% | $4,663-51.7% |
| Participant deferral / active EE | $5,558 | $8,429-34.1% | $8,071-31.1% | $6,691-16.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |