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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 | $91,177 | $175,259-48.0% | $149,723-39.1% | $139,487-34.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.78% | 166.82%-152.0pp | 134.50%-119.7pp | 373.84%-359.1pp |
| Employer contribution / active EE | $3,166 | $5,478-42.2% | $4,821-34.3% | $4,755-33.4% |
| Participant deferral / active EE | $8,199 | $6,522+25.7% | $5,682+44.3% | $6,713+22.1% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |