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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 | $43,178 | $177,353-75.7% | $158,226-72.7% | $198,609-78.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 21.06% | 599.50%-578.4pp | 501.41%-480.4pp | 202.70%-181.6pp |
| Employer contribution / active EE | $3,338 | $3,239+3.1% | $2,986+11.8% | $5,055-34.0% |
| Participant deferral / active EE | $5,121 | $4,615+11.0% | $4,317+18.6% | $6,977-26.6% |
| Admin fee / account holder | $19 | $10,960-99.8% | $10,217-99.8% | $19,030-99.9% |