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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 | $110,252 | $175,259-37.1% | $149,723-26.4% | $139,487-21.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.36% | 166.82%-150.5pp | 134.50%-118.1pp | 373.84%-357.5pp |
| Employer contribution / active EE | $5,179 | $5,478-5.5% | $4,821+7.4% | $4,755+8.9% |
| Participant deferral / active EE | $4,811 | $6,522-26.2% | $5,682-15.3% | $6,713-28.3% |
| Admin fee / account holder | $88 | $16,158-99.5% | $13,215-99.3% | $11,407-99.2% |