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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 | $55,040 | $160,070-65.6% | $147,117-62.6% | $145,897-62.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.55% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,681 | $5,285-49.3% | $4,932-45.6% | $4,663-42.5% |
| Participant deferral / active EE | $9,076 | $8,419+7.8% | $8,065+12.5% | $6,689+35.7% |
| Admin fee / account holder | $103 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |