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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 | $55,026 | $160,070-65.6% | $147,117-62.6% | $145,897-62.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.82% | 98.69%-79.9pp | 420.54%-401.7pp | 552.29%-533.5pp |
| Employer contribution / active EE | $1,733 | $5,285-67.2% | $4,932-64.9% | $4,663-62.8% |
| Participant deferral / active EE | $4,406 | $8,419-47.7% | $8,065-45.4% | $6,689-34.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |