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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 | $63,622 | $160,070-60.3% | $147,117-56.8% | $145,897-56.4% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.18% | 98.69%-83.5pp | 420.54%-405.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,920 | $5,285-44.7% | $4,932-40.8% | $4,663-37.4% |
| Participant deferral / active EE | $6,980 | $8,419-17.1% | $8,065-13.5% | $6,689+4.3% |
| Admin fee / account holder | $95 | $15,035-99.4% | $12,993-99.3% | $13,390-99.3% |