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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 | $71,344 | $97,729-27.0% | $83,830-14.9% | $135,379-47.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.04% | 1287.52%-1282.5pp | 850.97%-845.9pp | 519.79%-514.8pp |
| Employer contribution / active EE | $2,293 | $4,222-45.7% | $3,631-36.9% | $4,779-52.0% |
| Participant deferral / active EE | $6,179 | $4,683+32.0% | $4,082+51.4% | $5,609+10.2% |
| Admin fee / account holder | $181 | $6,674-97.3% | $5,479-96.7% | $10,828-98.3% |