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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 | $31,184 | $160,070-80.5% | $147,117-78.8% | $145,897-78.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.50% | 98.69%-82.2pp | 420.54%-404.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $2,439 | $5,285-53.8% | $4,932-50.6% | $4,663-47.7% |
| Participant deferral / active EE | $7,683 | $8,419-8.8% | $8,065-4.7% | $6,689+14.9% |
| Admin fee / account holder | $164 | $15,035-98.9% | $12,993-98.7% | $13,390-98.8% |