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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 | $127,352 | $184,000-30.8% | $162,185-21.5% | $152,909-16.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 342.76% | 150.80%+192.0pp | 115.61%+227.2pp | 345.46%-2.7pp |
| Employer contribution / active EE | $2,804 | $6,370-56.0% | $5,613-50.0% | $4,764-41.1% |
| Participant deferral / active EE | $7,904 | $8,033-1.6% | $7,297+8.3% | $5,851+35.1% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |