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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 | $72,108 | $160,070-55.0% | $147,117-51.0% | $145,897-50.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.67% | 98.69%-84.0pp | 420.54%-405.9pp | 552.29%-537.6pp |
| Employer contribution / active EE | $2,282 | $5,285-56.8% | $4,932-53.7% | $4,663-51.1% |
| Participant deferral / active EE | $6,620 | $8,419-21.4% | $8,065-17.9% | $6,689-1.0% |
| Admin fee / account holder | $153 | $15,035-99.0% | $12,993-98.8% | $13,390-98.9% |