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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 | $94,661 | $158,393-40.2% | $143,412-34.0% | $155,188-39.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 18.16% | 324.22%-306.1pp | 256.99%-238.8pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,852 | $3,911-27.1% | $3,748-23.9% | $4,248-32.9% |
| Participant deferral / active EE | $2,878 | $7,193-60.0% | $6,816-57.8% | $6,531-55.9% |
| Admin fee / account holder | $199 | $12,964-98.5% | $11,396-98.3% | $14,480-98.6% |