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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 | $47,249 | $160,028-70.5% | $147,080-67.9% | $145,884-67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.31% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $5,234 | $5,286-1.0% | $4,933+6.1% | $4,662+12.3% |
| Participant deferral / active EE | $11,462 | $8,422+36.1% | $8,066+42.1% | $6,690+71.3% |
| Admin fee / account holder | $96 | $15,030-99.4% | $12,989-99.3% | $13,392-99.3% |