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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 | $75,063 | $176,120-57.4% | $159,487-52.9% | $167,553-55.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.97% | 331.95%-314.0pp | 263.71%-245.7pp | 478.89%-460.9pp |
| Employer contribution / active EE | $4,000 | $5,299-24.5% | $4,831-17.2% | $4,840-17.3% |
| Participant deferral / active EE | $16,854 | $7,752+117.4% | $7,354+129.2% | $6,343+165.7% |
| Admin fee / account holder | $18 | $12,561-99.9% | $10,804-99.8% | $12,316-99.9% |