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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 | $29,468 | $159,934-81.6% | $147,005-80.0% | $145,959-79.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.08% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $4,343 | $5,287-17.9% | $4,934-12.0% | $4,661-6.8% |
| Participant deferral / active EE | $11,258 | $8,427+33.6% | $8,070+39.5% | $6,689+68.3% |
| Admin fee / account holder | $51 | $15,053-99.7% | $13,006-99.6% | $13,398-99.6% |