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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 | $43,302 | $175,231-75.3% | $149,696-71.1% | $139,466-69.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.57% | 166.77%-145.2pp | 134.46%-112.9pp | 373.66%-352.1pp |
| Employer contribution / active EE | $2,853 | $5,478-47.9% | $4,821-40.8% | $4,754-40.0% |
| Participant deferral / active EE | $7,168 | $6,521+9.9% | $5,682+26.1% | $6,712+6.8% |
| Admin fee / account holder | $252 | $16,155-98.4% | $13,212-98.1% | $11,409-97.8% |