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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 | $33,266 | $198,457-83.2% | $170,435-80.5% | $147,586-77.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.30% | 257.30%-238.0pp | 205.94%-186.6pp | 578.59%-559.3pp |
| Employer contribution / active EE | $4,140 | $6,183-33.0% | $5,432-23.8% | $4,876-15.1% |
| Participant deferral / active EE | $3,257 | $5,629-42.1% | $4,939-34.1% | $5,439-40.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |