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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 | $70,149 | $175,259-60.0% | $149,723-53.1% | $139,487-49.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.29% | 166.82%-150.5pp | 134.50%-118.2pp | 373.84%-357.6pp |
| Employer contribution / active EE | $5,369 | $5,478-2.0% | $4,821+11.4% | $4,755+12.9% |
| Participant deferral / active EE | $4,506 | $6,522-30.9% | $5,682-20.7% | $6,713-32.9% |
| Admin fee / account holder | $156 | $16,158-99.0% | $13,215-98.8% | $11,407-98.6% |