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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 | $63,859 | $159,978-60.1% | $147,041-56.6% | $145,978-56.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.02% | 98.36%-83.3pp | 419.21%-404.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $5,135 | $5,288-2.9% | $4,935+4.0% | $4,662+10.1% |
| Participant deferral / active EE | $5,450 | $8,429-35.3% | $8,071-32.5% | $6,690-18.5% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,400-99.9% |