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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 | $95,125 | $158,393-39.9% | $143,412-33.7% | $155,188-38.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 18.96% | 324.22%-305.3pp | 256.99%-238.0pp | 148.84%-129.9pp |
| Employer contribution / active EE | $444 | $3,911-88.6% | $3,748-88.2% | $4,248-89.5% |
| Participant deferral / active EE | $5,180 | $7,193-28.0% | $6,816-24.0% | $6,531-20.7% |
| Admin fee / account holder | $0 | $12,964-100.0% | $11,396-100.0% | $14,480-100.0% |