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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 | $60,751 | $144,130-57.8% | $117,861-48.5% | $147,586-58.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.42% | 531.20%-513.8pp | 335.11%-317.7pp | 578.59%-561.2pp |
| Employer contribution / active EE | $3,190 | $4,897-34.8% | $3,786-15.7% | $4,876-34.6% |
| Participant deferral / active EE | $5,723 | $5,316+7.7% | $4,482+27.7% | $5,439+5.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |