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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 | $44,915 | $160,070-71.9% | $147,117-69.5% | $145,897-69.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.65% | 98.69%-79.0pp | 420.54%-400.9pp | 552.29%-532.6pp |
| Employer contribution / active EE | $2,871 | $5,285-45.7% | $4,932-41.8% | $4,663-38.4% |
| Participant deferral / active EE | $6,657 | $8,419-20.9% | $8,065-17.5% | $6,689-0.5% |
| Admin fee / account holder | $286 | $15,035-98.1% | $12,993-97.8% | $13,390-97.9% |