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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 | $57,620 | $175,257-67.1% | $149,717-61.5% | $139,456-58.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.68% | 166.70%-149.0pp | 134.41%-116.7pp | 373.45%-355.8pp |
| Employer contribution / active EE | $3,588 | $5,477-34.5% | $4,820-25.5% | $4,753-24.5% |
| Participant deferral / active EE | $6,735 | $6,521+3.3% | $5,682+18.5% | $6,711+0.3% |
| Admin fee / account holder | $14 | $16,156-99.9% | $13,213-99.9% | $11,407-99.9% |