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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 | $39,329 | $160,040-75.4% | $147,096-73.3% | $145,877-73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.34% | 98.49%-76.2pp | 419.75%-397.4pp | 551.28%-528.9pp |
| Employer contribution / active EE | $3,786 | $5,289-28.4% | $4,936-23.3% | $4,663-18.8% |
| Participant deferral / active EE | $7,808 | $8,429-7.4% | $8,071-3.3% | $6,691+16.7% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |