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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 | $33,663 | $159,978-79.0% | $147,041-77.1% | $145,978-76.9% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 18.01% | 98.36%-80.4pp | 419.21%-401.2pp | 550.52%-532.5pp |
| Employer contribution / active EE | $1,821 | $5,288-65.6% | $4,935-63.1% | $4,662-60.9% |
| Participant deferral / active EE | $7,011 | $8,429-16.8% | $8,071-13.1% | $6,690+4.8% |
| Admin fee / account holder | $216 | $15,053-98.6% | $13,006-98.3% | $13,400-98.4% |