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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 | $56,656 | $160,070-64.6% | $147,117-61.5% | $145,897-61.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.04% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $4,869 | $5,285-7.9% | $4,932-1.3% | $4,663+4.4% |
| Participant deferral / active EE | $8,621 | $8,419+2.4% | $8,065+6.9% | $6,689+28.9% |
| Admin fee / account holder | $153 | $15,035-99.0% | $12,993-98.8% | $13,390-98.9% |