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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 | $160,028-87.0% | $147,080-85.9% | $145,884-85.8% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 16.10% | 98.60%-82.5pp | 420.17%-404.1pp | 551.85%-535.7pp |
| Employer contribution / active EE | $3,605 | $5,286-31.8% | $4,933-26.9% | $4,662-22.7% |
| Participant deferral / active EE | $6,239 | $8,422-25.9% | $8,066-22.7% | $6,690-6.7% |
| Admin fee / account holder | $199 | $15,030-98.7% | $12,989-98.5% | $13,392-98.5% |