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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 | $125,943 | $176,120-28.5% | $159,487-21.0% | $167,553-24.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.97% | 331.95%-313.0pp | 263.71%-244.7pp | 478.89%-459.9pp |
| Employer contribution / active EE | $3,831 | $5,299-27.7% | $4,831-20.7% | $4,840-20.8% |
| Participant deferral / active EE | $11,904 | $7,752+53.6% | $7,354+61.9% | $6,343+87.7% |
| Admin fee / account holder | $7 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |