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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 | $22,841 | $160,040-85.7% | $147,096-84.5% | $145,877-84.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.49% | 98.49%-80.0pp | 419.75%-401.3pp | 551.28%-532.8pp |
| Employer contribution / active EE | $2,827 | $5,289-46.6% | $4,936-42.7% | $4,663-39.4% |
| Participant deferral / active EE | $6,582 | $8,429-21.9% | $8,071-18.5% | $6,691-1.6% |
| Admin fee / account holder | $82 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |