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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 | $134,083 | $176,120-23.9% | $159,487-15.9% | $167,553-20.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.21% | 331.95%-317.7pp | 263.71%-249.5pp | 478.89%-464.7pp |
| Employer contribution / active EE | $3,165 | $5,299-40.3% | $4,831-34.5% | $4,840-34.6% |
| Participant deferral / active EE | $4,800 | $7,752-38.1% | $7,354-34.7% | $6,343-24.3% |
| Admin fee / account holder | $35 | $12,561-99.7% | $10,804-99.7% | $12,316-99.7% |