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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 | $52,192 | $159,934-67.4% | $147,005-64.5% | $145,959-64.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.93% | 98.24%-86.3pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $7,547 | $5,287+42.7% | $4,934+52.9% | $4,661+61.9% |
| Participant deferral / active EE | $7,783 | $8,427-7.6% | $8,070-3.6% | $6,689+16.4% |
| Admin fee / account holder | $70 | $15,053-99.5% | $13,006-99.5% | $13,398-99.5% |