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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 | $110,566 | $160,040-30.9% | $147,096-24.8% | $145,877-24.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.23% | 98.49%-80.3pp | 419.75%-401.5pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,500 | $5,289-52.7% | $4,936-49.4% | $4,663-46.4% |
| Participant deferral / active EE | $4,504 | $8,429-46.6% | $8,071-44.2% | $6,691-32.7% |
| Admin fee / account holder | $91 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |