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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 | $122,335 | $175,257-30.2% | $149,717-18.3% | $139,456-12.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.63% | 166.70%-146.1pp | 134.41%-113.8pp | 373.45%-352.8pp |
| Employer contribution / active EE | $2,813 | $5,477-48.6% | $4,820-41.6% | $4,753-40.8% |
| Participant deferral / active EE | $7,601 | $6,521+16.6% | $5,682+33.8% | $6,711+13.3% |
| Admin fee / account holder | $194 | $16,156-98.8% | $13,213-98.5% | $11,407-98.3% |