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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 | $67,267 | $175,231-61.6% | $149,696-55.1% | $139,466-51.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.46% | 166.77%-148.3pp | 134.46%-116.0pp | 373.66%-355.2pp |
| Employer contribution / active EE | $5,811 | $5,478+6.1% | $4,821+20.5% | $4,754+22.2% |
| Participant deferral / active EE | $4,110 | $6,521-37.0% | $5,682-27.7% | $6,712-38.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |