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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 | $29,873 | $160,028-81.3% | $147,080-79.7% | $145,884-79.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.36% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,631 | $5,286-50.2% | $4,933-46.7% | $4,662-43.6% |
| Participant deferral / active EE | $2,631 | $8,422-68.8% | $8,066-67.4% | $6,690-60.7% |
| Admin fee / account holder | $189 | $15,030-98.7% | $12,989-98.5% | $13,392-98.6% |