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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 | $35,843 | $160,070-77.6% | $147,117-75.6% | $145,897-75.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.52% | 98.69%-86.2pp | 420.54%-408.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $3,951 | $5,285-25.2% | $4,932-19.9% | $4,663-15.3% |
| Participant deferral / active EE | $4,518 | $8,419-46.3% | $8,065-44.0% | $6,689-32.5% |
| Admin fee / account holder | $295 | $15,035-98.0% | $12,993-97.7% | $13,390-97.8% |