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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 | $101,142 | $149,040-32.1% | $120,225-15.9% | $137,256-26.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.65% | 605.68%-588.0pp | 439.23%-421.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,771 | $4,350-36.3% | $3,475-20.3% | $4,156-33.3% |
| Participant deferral / active EE | $4,158 | $4,655-10.7% | $3,999+4.0% | $6,407-35.1% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |