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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 | $67,194 | $176,120-61.8% | $159,487-57.9% | $167,553-59.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.35% | 331.95%-309.6pp | 263.71%-241.4pp | 478.89%-456.5pp |
| Employer contribution / active EE | $3,429 | $5,299-35.3% | $4,831-29.0% | $4,840-29.1% |
| Participant deferral / active EE | $4,614 | $7,752-40.5% | $7,354-37.3% | $6,343-27.3% |
| Admin fee / account holder | $87 | $12,561-99.3% | $10,804-99.2% | $12,316-99.3% |