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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 | $28,278 | $175,259-83.9% | $149,723-81.1% | $139,487-79.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.85% | 166.82%-143.0pp | 134.50%-110.6pp | 373.84%-350.0pp |
| Employer contribution / active EE | $6,526 | $5,478+19.1% | $4,821+35.4% | $4,755+37.3% |
| Participant deferral / active EE | $7,622 | $6,522+16.9% | $5,682+34.1% | $6,713+13.5% |
| Admin fee / account holder | $173 | $16,158-98.9% | $13,215-98.7% | $11,407-98.5% |