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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 | $19,008 | $159,978-88.1% | $147,041-87.1% | $145,978-87.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.63% | 98.36%-82.7pp | 419.21%-403.6pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,620 | $5,288-69.4% | $4,935-67.2% | $4,662-65.2% |
| Participant deferral / active EE | $3,810 | $8,429-54.8% | $8,071-52.8% | $6,690-43.0% |
| Admin fee / account holder | $18 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |