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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 | $45,423 | $176,120-74.2% | $159,487-71.5% | $167,553-72.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.10% | 331.95%-317.8pp | 263.71%-249.6pp | 478.89%-464.8pp |
| Employer contribution / active EE | $2,959 | $5,299-44.2% | $4,831-38.7% | $4,840-38.9% |
| Participant deferral / active EE | $3,553 | $7,752-54.2% | $7,354-51.7% | $6,343-44.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |