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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 | $55,806 | $175,257-68.2% | $149,717-62.7% | $139,456-60.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.36% | 166.70%-152.3pp | 134.41%-120.1pp | 373.45%-359.1pp |
| Employer contribution / active EE | $2,177 | $5,477-60.2% | $4,820-54.8% | $4,753-54.2% |
| Participant deferral / active EE | $7,381 | $6,521+13.2% | $5,682+29.9% | $6,711+10.0% |
| Admin fee / account holder | $133 | $16,156-99.2% | $13,213-99.0% | $11,407-98.8% |