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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 | $32,284 | $175,231-81.6% | $149,696-78.4% | $139,466-76.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.63% | 166.77%-147.1pp | 134.46%-114.8pp | 373.66%-354.0pp |
| Employer contribution / active EE | $6,590 | $5,478+20.3% | $4,821+36.7% | $4,754+38.6% |
| Participant deferral / active EE | $4,005 | $6,521-38.6% | $5,682-29.5% | $6,712-40.3% |
| Admin fee / account holder | $211 | $16,155-98.7% | $13,212-98.4% | $11,409-98.1% |