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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 | $169,897 | $102,595+65.6% | $94,057+80.6% | $154,746+9.8% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 21.23% | 583.42%-562.2pp | 480.62%-459.4pp | 172.34%-151.1pp |
| Employer contribution / active EE | $750 | $3,147-76.2% | $2,933-74.4% | $4,379-82.9% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |