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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 | $18,110 | $175,231-89.7% | $149,696-87.9% | $139,466-87.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.96% | 166.77%-128.8pp | 134.46%-96.5pp | 373.66%-335.7pp |
| Employer contribution / active EE | $3,628 | $5,478-33.8% | $4,821-24.7% | $4,754-23.7% |
| Participant deferral / active EE | $14,047 | $6,521+115.4% | $5,682+147.2% | $6,712+109.3% |
| Admin fee / account holder | $287 | $16,155-98.2% | $13,212-97.8% | $11,409-97.5% |