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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 | $112,466 | $160,070-29.7% | $147,117-23.6% | $145,897-22.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.52% | 98.69%-83.2pp | 420.54%-405.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $2,129 | $5,285-59.7% | $4,932-56.8% | $4,663-54.3% |
| Participant deferral / active EE | $6,273 | $8,419-25.5% | $8,065-22.2% | $6,689-6.2% |
| Admin fee / account holder | $29 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |