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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 | $76,989 | $176,077-56.3% | $159,455-51.7% | $167,518-54.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.72% | 331.83%-318.1pp | 263.63%-249.9pp | 478.71%-465.0pp |
| Employer contribution / active EE | $3,040 | $5,298-42.6% | $4,830-37.1% | $4,838-37.2% |
| Participant deferral / active EE | $9,109 | $7,751+17.5% | $7,353+23.9% | $6,342+43.6% |
| Admin fee / account holder | $19 | $12,556-99.9% | $10,800-99.8% | $12,312-99.8% |