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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 | $68,999 | $175,231-60.6% | $149,696-53.9% | $139,466-50.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.94% | 166.77%-144.8pp | 134.46%-112.5pp | 373.66%-351.7pp |
| Employer contribution / active EE | $1,475 | $5,478-73.1% | $4,821-69.4% | $4,754-69.0% |
| Participant deferral / active EE | $7,608 | $6,521+16.7% | $5,682+33.9% | $6,712+13.3% |
| Admin fee / account holder | $288 | $16,155-98.2% | $13,212-97.8% | $11,409-97.5% |