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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 | $50,730 | $138,078-63.3% | $125,363-59.5% | $134,509-62.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.23% | 750.49%-747.3pp | 572.15%-568.9pp | 418.13%-414.9pp |
| Employer contribution / active EE | $2,059 | $5,245-60.7% | $4,815-57.2% | $4,741-56.6% |
| Participant deferral / active EE | $9,356 | $7,800+20.0% | $7,447+25.6% | $6,400+46.2% |
| Admin fee / account holder | $65 | $11,566-99.4% | $10,005-99.4% | $11,427-99.4% |