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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 | $84,187 | $209,422-59.8% | $178,503-52.8% | $158,982-47.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.40% | 188.81%-179.4pp | 151.12%-141.7pp | 302.99%-293.6pp |
| Employer contribution / active EE | $3,076 | $5,707-46.1% | $5,011-38.6% | $4,763-35.4% |
| Participant deferral / active EE | $4,500 | $5,955-24.4% | $5,202-13.5% | $5,983-24.8% |
| Admin fee / account holder | $190 | $17,079-98.9% | $13,987-98.6% | $11,252-98.3% |