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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 | $34,724 | $159,978-78.3% | $147,041-76.4% | $145,978-76.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 98.36%-83.9pp | 419.21%-404.8pp | 550.52%-536.1pp |
| Employer contribution / active EE | $3,897 | $5,288-26.3% | $4,935-21.0% | $4,662-16.4% |
| Participant deferral / active EE | $8,392 | $8,429-0.4% | $8,071+4.0% | $6,690+25.5% |
| Admin fee / account holder | $139 | $15,053-99.1% | $13,006-98.9% | $13,400-99.0% |