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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 | $61,025 | $160,070-61.9% | $147,117-58.5% | $145,897-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.72% | 98.69%-88.0pp | 420.54%-409.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $2,614 | $5,285-50.5% | $4,932-47.0% | $4,663-43.9% |
| Participant deferral / active EE | $7,621 | $8,419-9.5% | $8,065-5.5% | $6,689+13.9% |
| Admin fee / account holder | $145 | $15,035-99.0% | $12,993-98.9% | $13,390-98.9% |