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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 | $58,238 | $160,028-63.6% | $147,080-60.4% | $145,884-60.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.91% | 98.60%-79.7pp | 420.17%-401.3pp | 551.85%-532.9pp |
| Employer contribution / active EE | $4,847 | $5,286-8.3% | $4,933-1.7% | $4,662+4.0% |
| Participant deferral / active EE | $13,086 | $8,422+55.4% | $8,066+62.2% | $6,690+95.6% |
| Admin fee / account holder | $291 | $15,030-98.1% | $12,989-97.8% | $13,392-97.8% |