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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 | $63,579 | $176,120-63.9% | $159,487-60.1% | $167,553-62.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.29% | 331.95%-316.7pp | 263.71%-248.4pp | 478.89%-463.6pp |
| Employer contribution / active EE | $5,001 | $5,299-5.6% | $4,831+3.5% | $4,840+3.3% |
| Participant deferral / active EE | $7,502 | $7,752-3.2% | $7,354+2.0% | $6,343+18.3% |
| Admin fee / account holder | $287 | $12,561-97.7% | $10,804-97.3% | $12,316-97.7% |