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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 | $43,349 | $138,114-68.6% | $125,391-65.4% | $134,545-67.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 14.48% | 750.88%-736.4pp | 572.41%-557.9pp | 418.37%-403.9pp |
| Employer contribution / active EE | $1,890 | $5,246-64.0% | $4,816-60.8% | $4,742-60.1% |
| Participant deferral / active EE | $4,606 | $7,801-41.0% | $7,448-38.2% | $6,401-28.1% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |