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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 | $64,403 | $165,399-61.1% | $149,745-57.0% | $158,982-59.5% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 12.93% | 348.34%-335.4pp | 276.72%-263.8pp | 302.99%-290.1pp |
| Employer contribution / active EE | $2,829 | $5,105-44.6% | $4,646-39.1% | $4,763-40.6% |
| Participant deferral / active EE | $5,476 | $7,183-23.8% | $6,843-20.0% | $5,983-8.5% |
| Admin fee / account holder | $1 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |