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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 | $59,643 | $180,462-67.0% | $154,111-61.3% | $135,379-55.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 2.98% | 888.17%-885.2pp | 735.18%-732.2pp | 519.79%-516.8pp |
| Employer contribution / active EE | $3,898 | $6,036-35.4% | $5,298-26.4% | $4,779-18.4% |
| Participant deferral / active EE | $3,500 | $5,806-39.7% | $5,081-31.1% | $5,609-37.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |