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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 | $56,465 | $175,231-67.8% | $149,696-62.3% | $139,466-59.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.25% | 166.77%-152.5pp | 134.46%-120.2pp | 373.66%-359.4pp |
| Employer contribution / active EE | $5,721 | $5,478+4.4% | $4,821+18.7% | $4,754+20.3% |
| Participant deferral / active EE | $2,452 | $6,521-62.4% | $5,682-56.8% | $6,712-63.5% |
| Admin fee / account holder | $31 | $16,155-99.8% | $13,212-99.8% | $11,409-99.7% |