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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 | $47,294 | $160,028-70.4% | $147,080-67.8% | $145,884-67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 98.60%-84.8pp | 420.17%-406.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $3,189 | $5,286-39.7% | $4,933-35.4% | $4,662-31.6% |
| Participant deferral / active EE | $15,682 | $8,422+86.2% | $8,066+94.4% | $6,690+134.4% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |