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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 | $111,599 | $176,120-36.6% | $159,487-30.0% | $167,553-33.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.60% | 331.95%-321.4pp | 263.71%-253.1pp | 478.89%-468.3pp |
| Employer contribution / active EE | $2,625 | $5,299-50.5% | $4,831-45.7% | $4,840-45.8% |
| Participant deferral / active EE | $9,846 | $7,752+27.0% | $7,354+33.9% | $6,343+55.2% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |