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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 | $31,184 | $175,259-82.2% | $149,723-79.2% | $139,487-77.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.25% | 166.82%-146.6pp | 134.50%-114.2pp | 373.84%-353.6pp |
| Employer contribution / active EE | $2,412 | $5,478-56.0% | $4,821-50.0% | $4,755-49.3% |
| Participant deferral / active EE | $6,966 | $6,522+6.8% | $5,682+22.6% | $6,713+3.8% |
| Admin fee / account holder | $130 | $16,158-99.2% | $13,215-99.0% | $11,407-98.9% |