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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 | $85,175 | $198,457-57.1% | $170,435-50.0% | $147,586-42.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.92% | 257.30%-242.4pp | 205.94%-191.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $2,509 | $6,183-59.4% | $5,432-53.8% | $4,876-48.5% |
| Participant deferral / active EE | $2,509 | $5,629-55.4% | $4,939-49.2% | $5,439-53.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |