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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 | $51,925 | $175,231-70.4% | $149,696-65.3% | $139,466-62.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.29% | 166.77%-144.5pp | 134.46%-112.2pp | 373.66%-351.4pp |
| Employer contribution / active EE | $5,803 | $5,478+5.9% | $4,821+20.4% | $4,754+22.1% |
| Participant deferral / active EE | $10,296 | $6,521+57.9% | $5,682+81.2% | $6,712+53.4% |
| Admin fee / account holder | $186 | $16,155-98.8% | $13,212-98.6% | $11,409-98.4% |