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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 | $101,259 | $175,259-42.2% | $149,723-32.4% | $139,487-27.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.87% | 166.82%-148.0pp | 134.50%-115.6pp | 373.84%-355.0pp |
| Employer contribution / active EE | $3,037 | $5,478-44.6% | $4,821-37.0% | $4,755-36.1% |
| Participant deferral / active EE | $7,740 | $6,522+18.7% | $5,682+36.2% | $6,713+15.3% |
| Admin fee / account holder | $215 | $16,158-98.7% | $13,215-98.4% | $11,407-98.1% |