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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 | $57,362 | $176,120-67.4% | $159,487-64.0% | $167,553-65.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.83% | 331.95%-313.1pp | 263.71%-244.9pp | 478.89%-460.1pp |
| Employer contribution / active EE | $1,387 | $5,299-73.8% | $4,831-71.3% | $4,840-71.3% |
| Participant deferral / active EE | $8,347 | $7,752+7.7% | $7,354+13.5% | $6,343+31.6% |
| Admin fee / account holder | $43 | $12,561-99.7% | $10,804-99.6% | $12,316-99.7% |