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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 | $123,131 | $176,120-30.1% | $159,487-22.8% | $167,553-26.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.45% | 331.95%-318.5pp | 263.71%-250.3pp | 478.89%-465.4pp |
| Employer contribution / active EE | $4,523 | $5,299-14.6% | $4,831-6.4% | $4,840-6.5% |
| Participant deferral / active EE | $14,645 | $7,752+88.9% | $7,354+99.2% | $6,343+130.9% |
| Admin fee / account holder | $256 | $12,561-98.0% | $10,804-97.6% | $12,316-97.9% |