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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 | $134,600 | $165,399-18.6% | $149,745-10.1% | $158,982-15.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.42% | 348.34%-336.9pp | 276.72%-265.3pp | 302.99%-291.6pp |
| Employer contribution / active EE | $3,794 | $5,105-25.7% | $4,646-18.3% | $4,763-20.3% |
| Participant deferral / active EE | $10,405 | $7,183+44.9% | $6,843+52.1% | $5,983+73.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |