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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 | $54,101 | $160,028-66.2% | $147,080-63.2% | $145,884-62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.90% | 98.60%-82.7pp | 420.17%-404.3pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,288 | $5,286-37.8% | $4,933-33.4% | $4,662-29.5% |
| Participant deferral / active EE | $8,424 | $8,4220% | $8,066+4.4% | $6,690+25.9% |
| Admin fee / account holder | $263 | $15,030-98.3% | $12,989-98.0% | $13,392-98.0% |