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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 | $100,983 | $176,105-42.7% | $159,474-36.7% | $167,536-39.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.30% | 331.91%-309.6pp | 263.68%-241.4pp | 478.82%-456.5pp |
| Employer contribution / active EE | $2,618 | $5,299-50.6% | $4,831-45.8% | $4,839-45.9% |
| Participant deferral / active EE | $6,397 | $7,751-17.5% | $7,353-13.0% | $6,342+0.9% |
| Admin fee / account holder | $1 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |