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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 | $25,533 | $138,078-81.5% | $125,363-79.6% | $134,509-81.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.85% | 750.49%-745.6pp | 572.15%-567.3pp | 418.13%-413.3pp |
| Employer contribution / active EE | $3,903 | $5,245-25.6% | $4,815-18.9% | $4,741-17.7% |
| Participant deferral / active EE | $10,423 | $7,800+33.6% | $7,447+40.0% | $6,400+62.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |