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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 | $103,021 | $175,212-41.2% | $149,682-31.2% | $139,427-26.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.65% | 166.63%-143.0pp | 134.35%-110.7pp | 373.27%-349.6pp |
| Employer contribution / active EE | $3,278 | $5,475-40.1% | $4,818-32.0% | $4,752-31.0% |
| Participant deferral / active EE | $3,278 | $6,520-49.7% | $5,681-42.3% | $6,711-51.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |