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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 | $68,979 | $176,120-60.8% | $159,487-56.7% | $167,553-58.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.81% | 331.95%-314.1pp | 263.71%-245.9pp | 478.89%-461.1pp |
| Employer contribution / active EE | $3,847 | $5,299-27.4% | $4,831-20.4% | $4,840-20.5% |
| Participant deferral / active EE | $6,855 | $7,752-11.6% | $7,354-6.8% | $6,343+8.1% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |