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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 | $29,495 | $176,077-83.2% | $159,455-81.5% | $167,518-82.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.36% | 331.83%-317.5pp | 263.63%-249.3pp | 478.71%-464.4pp |
| Employer contribution / active EE | $3,846 | $5,298-27.4% | $4,830-20.4% | $4,838-20.5% |
| Participant deferral / active EE | $5,274 | $7,751-32.0% | $7,353-28.3% | $6,342-16.8% |
| Admin fee / account holder | $297 | $12,556-97.6% | $10,800-97.2% | $12,312-97.6% |