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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 | $82,182 | $175,259-53.1% | $149,723-45.1% | $139,487-41.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.10% | 166.82%-151.7pp | 134.50%-119.4pp | 373.84%-358.7pp |
| Employer contribution / active EE | $2,073 | $5,478-62.2% | $4,821-57.0% | $4,755-56.4% |
| Participant deferral / active EE | $15,941 | $6,522+144.4% | $5,682+180.5% | $6,713+137.5% |
| Admin fee / account holder | $45 | $16,158-99.7% | $13,215-99.7% | $11,407-99.6% |