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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 | $39,197 | $198,461-80.2% | $170,436-77.0% | $147,585-73.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.02% | 257.30%-244.3pp | 205.94%-192.9pp | 578.57%-565.5pp |
| Employer contribution / active EE | $4,647 | $6,184-24.9% | $5,433-14.5% | $4,876-4.7% |
| Participant deferral / active EE | $3,855 | $5,629-31.5% | $4,939-22.0% | $5,439-29.1% |
| Admin fee / account holder | $130 | $16,852-99.2% | $13,880-99.1% | $10,885-98.8% |