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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 | $35,511 | $209,428-83.0% | $178,498-80.1% | $158,950-77.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.86% | 188.78%-175.9pp | 151.09%-138.2pp | 302.91%-290.0pp |
| Employer contribution / active EE | $1,844 | $5,707-67.7% | $5,011-63.2% | $4,762-61.3% |
| Participant deferral / active EE | $8,620 | $5,955+44.8% | $5,202+65.7% | $5,983+44.1% |
| Admin fee / account holder | $203 | $17,077-98.8% | $13,985-98.6% | $11,248-98.2% |