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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 | $26,824 | $160,040-83.2% | $147,096-81.8% | $145,877-81.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.96% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,674 | $5,289-49.5% | $4,936-45.8% | $4,663-42.7% |
| Participant deferral / active EE | $3,983 | $8,429-52.7% | $8,071-50.7% | $6,691-40.5% |
| Admin fee / account holder | $193 | $15,050-98.7% | $13,005-98.5% | $13,402-98.6% |