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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 | $27,566 | $160,040-82.8% | $147,096-81.3% | $145,877-81.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 38.31% | 98.49%-60.2pp | 419.75%-381.4pp | 551.28%-513.0pp |
| Employer contribution / active EE | $2,401 | $5,289-54.6% | $4,936-51.3% | $4,663-48.5% |
| Participant deferral / active EE | $7,158 | $8,429-15.1% | $8,071-11.3% | $6,691+7.0% |
| Admin fee / account holder | $118 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |