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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 | $37,779 | $160,028-76.4% | $147,080-74.3% | $145,884-74.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.60% | 98.60%-78.0pp | 420.17%-399.6pp | 551.85%-531.3pp |
| Employer contribution / active EE | $2,040 | $5,286-61.4% | $4,933-58.6% | $4,662-56.2% |
| Participant deferral / active EE | $6,663 | $8,422-20.9% | $8,066-17.4% | $6,690-0.4% |
| Admin fee / account holder | $59 | $15,030-99.6% | $12,989-99.5% | $13,392-99.6% |