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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 | $72,515 | $176,120-58.8% | $159,487-54.5% | $167,553-56.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.64% | 331.95%-314.3pp | 263.71%-246.1pp | 478.89%-461.2pp |
| Employer contribution / active EE | $4,141 | $5,299-21.9% | $4,831-14.3% | $4,840-14.4% |
| Participant deferral / active EE | $9,813 | $7,752+26.6% | $7,354+33.4% | $6,343+54.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |