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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 | $23,675 | $159,934-85.2% | $147,005-83.9% | $145,959-83.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.95% | 98.24%-86.3pp | 418.76%-406.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,180 | $5,287-58.8% | $4,934-55.8% | $4,661-53.2% |
| Participant deferral / active EE | $5,962 | $8,427-29.3% | $8,070-26.1% | $6,689-10.9% |
| Admin fee / account holder | $16 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |