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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 | $29,462 | $159,978-81.6% | $147,041-80.0% | $145,978-79.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.52% | 98.36%-87.8pp | 419.21%-408.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $3,296 | $5,288-37.7% | $4,935-33.2% | $4,662-29.3% |
| Participant deferral / active EE | $6,487 | $8,429-23.0% | $8,071-19.6% | $6,690-3.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |