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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 | $20,755 | $160,040-87.0% | $147,096-85.9% | $145,877-85.8% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 16.10% | 98.49%-82.4pp | 419.75%-403.6pp | 551.28%-535.2pp |
| Employer contribution / active EE | $3,605 | $5,289-31.8% | $4,936-27.0% | $4,663-22.7% |
| Participant deferral / active EE | $6,239 | $8,429-26.0% | $8,071-22.7% | $6,691-6.7% |
| Admin fee / account holder | $199 | $15,050-98.7% | $13,005-98.5% | $13,402-98.5% |