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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 | $63,225 | $175,259-63.9% | $149,723-57.8% | $139,487-54.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.03% | 166.82%-148.8pp | 134.50%-116.5pp | 373.84%-355.8pp |
| Employer contribution / active EE | $3,268 | $5,478-40.4% | $4,821-32.2% | $4,755-31.3% |
| Participant deferral / active EE | $4,047 | $6,522-37.9% | $5,682-28.8% | $6,713-39.7% |
| Admin fee / account holder | $37 | $16,158-99.8% | $13,215-99.7% | $11,407-99.7% |