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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 | $32,795 | $160,040-79.5% | $147,096-77.7% | $145,877-77.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.61% | 98.49%-82.9pp | 419.75%-404.1pp | 551.28%-535.7pp |
| Employer contribution / active EE | $2,614 | $5,289-50.6% | $4,936-47.0% | $4,663-43.9% |
| Participant deferral / active EE | $4,481 | $8,429-46.8% | $8,071-44.5% | $6,691-33.0% |
| Admin fee / account holder | $134 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |