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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 | $31,004 | $166,268-81.4% | $165,100-81.2% | $145,897-78.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 65.67% | 100.52%-34.9pp | 70.21%-4.5pp | 552.29%-486.6pp |
| Employer contribution / active EE | $5,092 | $5,284-3.6% | $4,348+17.1% | $4,663+9.2% |
| Participant deferral / active EE | $3,372 | $6,964-51.6% | $6,035-44.1% | $6,689-49.6% |
| Admin fee / account holder | $19 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |