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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 | $104,380 | $175,231-40.4% | $149,696-30.3% | $139,466-25.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.83% | 166.77%-147.9pp | 134.46%-115.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $3,737 | $5,478-31.8% | $4,821-22.5% | $4,754-21.4% |
| Participant deferral / active EE | $11,173 | $6,521+71.3% | $5,682+96.6% | $6,712+66.5% |
| Admin fee / account holder | $137 | $16,155-99.2% | $13,212-99.0% | $11,409-98.8% |