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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 | $34,734 | $209,425-83.4% | $178,499-80.5% | $158,966-78.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.28% | 188.80%-178.5pp | 151.10%-140.8pp | 302.95%-292.7pp |
| Employer contribution / active EE | $2,229 | $5,707-60.9% | $5,011-55.5% | $4,762-53.2% |
| Participant deferral / active EE | $4,723 | $5,955-20.7% | $5,202-9.2% | $5,983-21.1% |
| Admin fee / account holder | $4 | $17,078-100.0% | $13,986-100.0% | $11,250-100.0% |