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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 | $32,077 | $160,070-80.0% | $147,117-78.2% | $145,897-78.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.90% | 98.69%-86.8pp | 420.54%-408.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,346 | $5,285-74.5% | $4,932-72.7% | $4,663-71.1% |
| Participant deferral / active EE | $9,353 | $8,419+11.1% | $8,065+16.0% | $6,689+39.8% |
| Admin fee / account holder | $18 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |