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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 | $31,193 | $176,120-82.3% | $159,487-80.4% | $167,553-81.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.99% | 331.95%-319.0pp | 263.71%-250.7pp | 478.89%-465.9pp |
| Employer contribution / active EE | $2,313 | $5,299-56.4% | $4,831-52.1% | $4,840-52.2% |
| Participant deferral / active EE | $5,940 | $7,752-23.4% | $7,354-19.2% | $6,343-6.3% |
| Admin fee / account holder | $232 | $12,561-98.2% | $10,804-97.9% | $12,316-98.1% |