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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 | $106,207 | $209,422-49.3% | $178,503-40.5% | $158,982-33.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 88.10% | 188.81%-100.7pp | 151.12%-63.0pp | 302.99%-214.9pp |
| Employer contribution / active EE | $3,691 | $5,707-35.3% | $5,011-26.3% | $4,763-22.5% |
| Participant deferral / active EE | $3,250 | $5,955-45.4% | $5,202-37.5% | $5,983-45.7% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |