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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 | $46,025 | $159,934-71.2% | $147,005-68.7% | $145,959-68.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.69% | 98.24%-87.6pp | 418.76%-408.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $2,398 | $5,287-54.6% | $4,934-51.4% | $4,661-48.6% |
| Participant deferral / active EE | $3,212 | $8,427-61.9% | $8,070-60.2% | $6,689-52.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |