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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 | $109,982 | $173,340-36.6% | $136,007-19.1% | $145,959-24.6% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.44% | 1163.32%-1153.9pp | 579.32%-569.9pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,557 | $5,275-51.5% | $4,215-39.3% | $4,661-45.1% |
| Participant deferral / active EE | $5,820 | $8,699-33.1% | $7,024-17.1% | $6,689-13.0% |
| Admin fee / account holder | $20 | $9,954-99.8% | $6,858-99.7% | $13,398-99.9% |