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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 | $48,423 | $175,231-72.4% | $149,696-67.7% | $139,466-65.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.27% | 166.77%-154.5pp | 134.46%-122.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $5,532 | $5,478+1.0% | $4,821+14.7% | $4,754+16.4% |
| Participant deferral / active EE | $7,207 | $6,521+10.5% | $5,682+26.8% | $6,712+7.4% |
| Admin fee / account holder | $223 | $16,155-98.6% | $13,212-98.3% | $11,409-98.0% |