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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 | $29,457 | $175,257-83.2% | $149,717-80.3% | $139,456-78.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.05% | 166.70%-146.6pp | 134.41%-114.4pp | 373.45%-353.4pp |
| Employer contribution / active EE | $5,057 | $5,477-7.7% | $4,820+4.9% | $4,753+6.4% |
| Participant deferral / active EE | $11,507 | $6,521+76.5% | $5,682+102.5% | $6,711+71.5% |
| Admin fee / account holder | $144 | $16,156-99.1% | $13,213-98.9% | $11,407-98.7% |