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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 | $100,911 | $175,231-42.4% | $149,696-32.6% | $139,466-27.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.83% | 166.77%-144.9pp | 134.46%-112.6pp | 373.66%-351.8pp |
| Employer contribution / active EE | $3,387 | $5,478-38.2% | $4,821-29.8% | $4,754-28.8% |
| Participant deferral / active EE | $9,850 | $6,521+51.0% | $5,682+73.4% | $6,712+46.8% |
| Admin fee / account holder | $91 | $16,155-99.4% | $13,212-99.3% | $11,409-99.2% |