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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 | $34,059 | $160,070-78.7% | $147,117-76.8% | $145,897-76.7% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 13.84% | 98.69%-84.8pp | 420.54%-406.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $3,288 | $5,285-37.8% | $4,932-33.3% | $4,663-29.5% |
| Participant deferral / active EE | $5,230 | $8,419-37.9% | $8,065-35.1% | $6,689-21.8% |
| Admin fee / account holder | $14 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |