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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 | $75,279 | $121,701-38.1% | $104,639-28.1% | $158,982-52.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.18% | 465.72%-448.5pp | 340.67%-323.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $2,426 | $3,165-23.4% | $2,682-9.5% | $4,763-49.1% |
| Participant deferral / active EE | $3,244 | $4,176-22.3% | $3,738-13.2% | $5,983-45.8% |
| Admin fee / account holder | $1 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |