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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 | $43,060 | $175,259-75.4% | $149,723-71.2% | $139,487-69.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.71% | 166.82%-143.1pp | 134.50%-110.8pp | 373.84%-350.1pp |
| Employer contribution / active EE | $3,835 | $5,478-30.0% | $4,821-20.5% | $4,755-19.4% |
| Participant deferral / active EE | $7,196 | $6,522+10.3% | $5,682+26.6% | $6,713+7.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |