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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 | $145,292 | $176,120-17.5% | $159,487-8.9% | $167,553-13.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.46% | 331.95%-317.5pp | 263.71%-249.3pp | 478.89%-464.4pp |
| Employer contribution / active EE | $1,646 | $5,299-68.9% | $4,831-65.9% | $4,840-66.0% |
| Participant deferral / active EE | $6,545 | $7,752-15.6% | $7,354-11.0% | $6,343+3.2% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |