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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 | $71,214 | $176,077-59.6% | $159,455-55.3% | $167,518-57.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.31% | 331.83%-316.5pp | 263.63%-248.3pp | 478.71%-463.4pp |
| Employer contribution / active EE | $3,318 | $5,298-37.4% | $4,830-31.3% | $4,838-31.4% |
| Participant deferral / active EE | $9,367 | $7,751+20.8% | $7,353+27.4% | $6,342+47.7% |
| Admin fee / account holder | $208 | $12,556-98.3% | $10,800-98.1% | $12,312-98.3% |