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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 | $38,283 | $176,120-78.3% | $159,487-76.0% | $167,553-77.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.57% | 331.95%-312.4pp | 263.71%-244.1pp | 478.89%-459.3pp |
| Employer contribution / active EE | $4,022 | $5,299-24.1% | $4,831-16.7% | $4,840-16.9% |
| Participant deferral / active EE | $5,712 | $7,752-26.3% | $7,354-22.3% | $6,343-10.0% |
| Admin fee / account holder | $216 | $12,561-98.3% | $10,804-98.0% | $12,316-98.2% |