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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 | $23,808 | $175,231-86.4% | $149,696-84.1% | $139,466-82.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.14% | 166.77%-140.6pp | 134.46%-108.3pp | 373.66%-347.5pp |
| Employer contribution / active EE | $6,556 | $5,478+19.7% | $4,821+36.0% | $4,754+37.9% |
| Participant deferral / active EE | $6,414 | $6,521-1.6% | $5,682+12.9% | $6,712-4.4% |
| Admin fee / account holder | $28 | $16,155-99.8% | $13,212-99.8% | $11,409-99.8% |