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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 | $36,157 | $175,231-79.4% | $149,696-75.8% | $139,466-74.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.36% | 166.77%-147.4pp | 134.46%-115.1pp | 373.66%-354.3pp |
| Employer contribution / active EE | $1,795 | $5,478-67.2% | $4,821-62.8% | $4,754-62.2% |
| Participant deferral / active EE | $5,691 | $6,521-12.7% | $5,682+0.2% | $6,712-15.2% |
| Admin fee / account holder | $55 | $16,155-99.7% | $13,212-99.6% | $11,409-99.5% |