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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 | $138,985 | $176,120-21.1% | $159,487-12.9% | $167,553-17.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.37% | 331.95%-316.6pp | 263.71%-248.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $1,918 | $5,299-63.8% | $4,831-60.3% | $4,840-60.4% |
| Participant deferral / active EE | $9,635 | $7,752+24.3% | $7,354+31.0% | $6,343+51.9% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |