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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 | $27,982 | $175,231-84.0% | $149,696-81.3% | $139,466-79.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.95% | 166.77%-139.8pp | 134.46%-107.5pp | 373.66%-346.7pp |
| Employer contribution / active EE | $3,310 | $5,478-39.6% | $4,821-31.3% | $4,754-30.4% |
| Participant deferral / active EE | $10,198 | $6,521+56.4% | $5,682+79.5% | $6,712+51.9% |
| Admin fee / account holder | $15 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |