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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 | $31,915 | $160,070-80.1% | $147,117-78.3% | $145,897-78.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.36% | 98.69%-85.3pp | 420.54%-407.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,740 | $5,285-67.1% | $4,932-64.7% | $4,663-62.7% |
| Participant deferral / active EE | $10,982 | $8,419+30.4% | $8,065+36.2% | $6,689+64.2% |
| Admin fee / account holder | $47 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |