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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 | $70,387 | $175,231-59.8% | $149,696-53.0% | $139,466-49.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.79% | 166.77%-147.0pp | 134.46%-114.7pp | 373.66%-353.9pp |
| Employer contribution / active EE | $3,709 | $5,478-32.3% | $4,821-23.1% | $4,754-22.0% |
| Participant deferral / active EE | $8,042 | $6,521+23.3% | $5,682+41.5% | $6,712+19.8% |
| Admin fee / account holder | $20 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |