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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 | $49,306 | $159,978-69.2% | $147,041-66.5% | $145,978-66.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.65% | 98.36%-85.7pp | 419.21%-406.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $3,790 | $5,288-28.3% | $4,935-23.2% | $4,662-18.7% |
| Participant deferral / active EE | $11,106 | $8,429+31.8% | $8,071+37.6% | $6,690+66.0% |
| Admin fee / account holder | $47 | $15,053-99.7% | $13,006-99.6% | $13,400-99.6% |