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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 | $71,568 | $198,457-63.9% | $170,435-58.0% | $147,586-51.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.08% | 257.30%-241.2pp | 205.94%-189.9pp | 578.59%-562.5pp |
| Employer contribution / active EE | $1,866 | $6,183-69.8% | $5,432-65.6% | $4,876-61.7% |
| Participant deferral / active EE | $7,758 | $5,629+37.8% | $4,939+57.1% | $5,439+42.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |