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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 | $75,600 | $175,231-56.9% | $149,696-49.5% | $139,466-45.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.73% | 166.77%-149.0pp | 134.46%-116.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $15,362 | $5,478+180.4% | $4,821+218.7% | $4,754+223.1% |
| Participant deferral / active EE | $4,124 | $6,521-36.8% | $5,682-27.4% | $6,712-38.6% |
| Admin fee / account holder | $189 | $16,155-98.8% | $13,212-98.6% | $11,409-98.3% |