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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 | $38,060 | $175,259-78.3% | $149,723-74.6% | $139,487-72.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.78% | 166.82%-149.0pp | 134.50%-116.7pp | 373.84%-356.1pp |
| Employer contribution / active EE | $11,029 | $5,478+101.3% | $4,821+128.8% | $4,755+132.0% |
| Participant deferral / active EE | $11,838 | $6,522+81.5% | $5,682+108.3% | $6,713+76.4% |
| Admin fee / account holder | $114 | $16,158-99.3% | $13,215-99.1% | $11,407-99.0% |