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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 | $39,684 | $160,040-75.2% | $147,096-73.0% | $145,877-72.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.35% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,953 | $5,289-63.1% | $4,936-60.4% | $4,663-58.1% |
| Participant deferral / active EE | $7,300 | $8,429-13.4% | $8,071-9.5% | $6,691+9.1% |
| Admin fee / account holder | $63 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |