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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 | $45,821 | $175,259-73.9% | $149,723-69.4% | $139,487-67.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.22% | 166.82%-154.6pp | 134.50%-122.3pp | 373.84%-361.6pp |
| Employer contribution / active EE | $1,505 | $5,478-72.5% | $4,821-68.8% | $4,755-68.3% |
| Participant deferral / active EE | $9,405 | $6,522+44.2% | $5,682+65.5% | $6,713+40.1% |
| Admin fee / account holder | $249 | $16,158-98.5% | $13,215-98.1% | $11,407-97.8% |