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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 | $28,809 | $159,934-82.0% | $147,005-80.4% | $145,959-80.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.40% | 98.24%-83.8pp | 418.76%-404.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,825 | $5,287-46.6% | $4,934-42.8% | $4,661-39.4% |
| Participant deferral / active EE | $9,242 | $8,427+9.7% | $8,070+14.5% | $6,689+38.2% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |