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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 | $24,910 | $160,040-84.4% | $147,096-83.1% | $145,877-82.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,888 | $5,289-64.3% | $4,936-61.8% | $4,663-59.5% |
| Participant deferral / active EE | $2,635 | $8,429-68.7% | $8,071-67.3% | $6,691-60.6% |
| Admin fee / account holder | $102 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |