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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 | $31,204 | $175,231-82.2% | $149,696-79.2% | $139,466-77.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.49% | 166.77%-149.3pp | 134.46%-117.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $2,704 | $5,478-50.6% | $4,821-43.9% | $4,754-43.1% |
| Participant deferral / active EE | $7,764 | $6,521+19.0% | $5,682+36.6% | $6,712+15.7% |
| Admin fee / account holder | $202 | $16,155-98.7% | $13,212-98.5% | $11,409-98.2% |