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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 | $103,177 | $129,737-20.5% | $119,126-13.4% | $154,746-33.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.21% | 379.08%-361.9pp | 282.11%-264.9pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,475 | $4,375-43.4% | $4,034-38.6% | $4,379-43.5% |
| Participant deferral / active EE | $4,795 | $5,842-17.9% | $5,318-9.8% | $6,730-28.8% |
| Admin fee / account holder | $107 | $11,961-99.1% | $10,693-99.0% | $14,365-99.3% |