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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 | $42,655 | $159,978-73.3% | $147,041-71.0% | $145,978-70.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.67% | 98.36%-86.7pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,072 | $5,288-79.7% | $4,935-78.3% | $4,662-77.0% |
| Participant deferral / active EE | $5,213 | $8,429-38.1% | $8,071-35.4% | $6,690-22.1% |
| Admin fee / account holder | $290 | $15,053-98.1% | $13,006-97.8% | $13,400-97.8% |