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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 | $100,017 | $144,130-30.6% | $117,861-15.1% | $147,586-32.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.38% | 531.20%-517.8pp | 335.11%-321.7pp | 578.59%-565.2pp |
| Employer contribution / active EE | $2,160 | $4,897-55.9% | $3,786-43.0% | $4,876-55.7% |
| Participant deferral / active EE | $7,869 | $5,316+48.0% | $4,482+75.6% | $5,439+44.7% |
| Admin fee / account holder | $21 | $10,887-99.8% | $8,021-99.7% | $10,886-99.8% |