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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 | $71,988 | $175,231-58.9% | $149,696-51.9% | $139,466-48.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.88% | 166.77%-149.9pp | 134.46%-117.6pp | 373.66%-356.8pp |
| Employer contribution / active EE | $7,046 | $5,478+28.6% | $4,821+46.2% | $4,754+48.2% |
| Participant deferral / active EE | $6,625 | $6,521+1.6% | $5,682+16.6% | $6,712-1.3% |
| Admin fee / account holder | $72 | $16,155-99.6% | $13,212-99.5% | $11,409-99.4% |