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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 | $76,457 | $121,677-37.2% | $104,625-26.9% | $158,966-51.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.32% | 465.58%-456.3pp | 340.60%-331.3pp | 302.95%-293.6pp |
| Employer contribution / active EE | $2,163 | $3,165-31.7% | $2,681-19.3% | $4,762-54.6% |
| Participant deferral / active EE | $5,421 | $4,175+29.8% | $3,738+45.0% | $5,983-9.4% |
| Admin fee / account holder | $0 | $7,777-100.0% | $6,465-100.0% | $11,250-100.0% |