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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 | $69,860 | $183,978-62.0% | $162,171-56.9% | $152,885-54.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 13.43% | 150.78%-137.4pp | 115.60%-102.2pp | 345.39%-332.0pp |
| Employer contribution / active EE | $2,261 | $6,370-64.5% | $5,613-59.7% | $4,763-52.5% |
| Participant deferral / active EE | $6,022 | $8,033-25.0% | $7,297-17.5% | $5,851+2.9% |
| Admin fee / account holder | $0 | $13,122-100.0% | $10,843-100.0% | $11,598-100.0% |