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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 | $68,483 | $160,070-57.2% | $147,117-53.5% | $145,897-53.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 372.84% | 98.69%+274.2pp | 420.54%-47.7pp | 552.29%-179.4pp |
| Employer contribution / active EE | $2,976 | $5,285-43.7% | $4,932-39.7% | $4,663-36.2% |
| Participant deferral / active EE | $5,869 | $8,419-30.3% | $8,065-27.2% | $6,689-12.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |