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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 | $104,491 | $160,059-34.7% | $140,019-25.4% | $135,379-22.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 9.14% | 911.44%-902.3pp | 651.15%-642.0pp | 519.79%-510.7pp |
| Employer contribution / active EE | $4,820 | $6,420-24.9% | $5,605-14.0% | $4,779+0.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $89 | $13,328-99.3% | $10,705-99.2% | $10,828-99.2% |