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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 | $54,898 | $175,259-68.7% | $149,723-63.3% | $139,487-60.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.41% | 166.82%-148.4pp | 134.50%-116.1pp | 373.84%-355.4pp |
| Employer contribution / active EE | $7,500 | $5,478+36.9% | $4,821+55.6% | $4,755+57.7% |
| Participant deferral / active EE | $5,634 | $6,522-13.6% | $5,682-0.9% | $6,713-16.1% |
| Admin fee / account holder | $208 | $16,158-98.7% | $13,215-98.4% | $11,407-98.2% |