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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 | $144,610 | $175,231-17.5% | $149,696-3.4% | $139,466+3.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.94% | 166.77%-148.8pp | 134.46%-116.5pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,522 | $5,478-54.0% | $4,821-47.7% | $4,754-47.0% |
| Participant deferral / active EE | $17,319 | $6,521+165.6% | $5,682+204.8% | $6,712+158.0% |
| Admin fee / account holder | $117 | $16,155-99.3% | $13,212-99.1% | $11,409-99.0% |