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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 | $55,604 | $90,614-38.6% | $76,089-26.9% | $145,877-61.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.89% | 623.80%-612.9pp | 360.94%-350.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $3,655 | $3,324+9.9% | $2,690+35.9% | $4,663-21.6% |
| Participant deferral / active EE | $5,227 | $5,168+1.1% | $4,259+22.7% | $6,691-21.9% |
| Admin fee / account holder | $223 | $8,376-97.3% | $6,418-96.5% | $13,402-98.3% |