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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 | $117,581 | $209,422-43.9% | $178,503-34.1% | $158,982-26.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.01% | 188.81%-169.8pp | 151.12%-132.1pp | 302.99%-284.0pp |
| Employer contribution / active EE | $1,822 | $5,707-68.1% | $5,011-63.6% | $4,763-61.7% |
| Participant deferral / active EE | $4,274 | $5,955-28.2% | $5,202-17.8% | $5,983-28.6% |
| Admin fee / account holder | $50 | $17,079-99.7% | $13,987-99.6% | $11,252-99.6% |