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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 | $112,592 | $129,737-13.2% | $119,126-5.5% | $154,746-27.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 26.25% | 379.08%-352.8pp | 282.11%-255.9pp | 172.34%-146.1pp |
| Employer contribution / active EE | $1,120 | $4,375-74.4% | $4,034-72.2% | $4,379-74.4% |
| Participant deferral / active EE | $5,000 | $5,842-14.4% | $5,318-6.0% | $6,730-25.7% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |