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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 | $94,608 | $217,432-56.5% | $185,849-49.1% | $167,536-43.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.98% | 148.42%-135.4pp | 122.10%-109.1pp | 478.82%-465.8pp |
| Employer contribution / active EE | $2,269 | $5,875-61.4% | $5,169-56.1% | $4,839-53.1% |
| Participant deferral / active EE | $10,514 | $6,357+65.4% | $5,569+88.8% | $6,342+65.8% |
| Admin fee / account holder | $43 | $19,818-99.8% | $16,244-99.7% | $12,315-99.6% |