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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 | $29,692 | $175,259-83.1% | $149,723-80.2% | $139,487-78.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.57% | 166.82%-154.3pp | 134.50%-121.9pp | 373.84%-361.3pp |
| Employer contribution / active EE | $4,000 | $5,478-27.0% | $4,821-17.0% | $4,755-15.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $256 | $16,158-98.4% | $13,215-98.1% | $11,407-97.8% |