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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 | $20,314 | $175,231-88.4% | $149,696-86.4% | $139,466-85.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.09% | 166.77%-145.7pp | 134.46%-113.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $2,719 | $5,478-50.4% | $4,821-43.6% | $4,754-42.8% |
| Participant deferral / active EE | $9,401 | $6,521+44.2% | $5,682+65.5% | $6,712+40.1% |
| Admin fee / account holder | $3 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |