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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 | $108,726 | $176,077-38.3% | $159,455-31.8% | $167,518-35.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.72% | 331.83%-320.1pp | 263.63%-251.9pp | 478.71%-467.0pp |
| Employer contribution / active EE | $1,229 | $5,298-76.8% | $4,830-74.6% | $4,838-74.6% |
| Participant deferral / active EE | $10,194 | $7,751+31.5% | $7,353+38.6% | $6,342+60.7% |
| Admin fee / account holder | $5 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |