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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 | $59,194 | $175,231-66.2% | $149,696-60.5% | $139,466-57.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.70% | 166.77%-140.1pp | 134.46%-107.8pp | 373.66%-347.0pp |
| Employer contribution / active EE | $2,758 | $5,478-49.6% | $4,821-42.8% | $4,754-42.0% |
| Participant deferral / active EE | $7,847 | $6,521+20.3% | $5,682+38.1% | $6,712+16.9% |
| Admin fee / account holder | $49 | $16,155-99.7% | $13,212-99.6% | $11,409-99.6% |