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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 | $41,319 | $159,978-74.2% | $147,041-71.9% | $145,978-71.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.43% | 98.36%-80.9pp | 419.21%-401.8pp | 550.52%-533.1pp |
| Employer contribution / active EE | $1,366 | $5,288-74.2% | $4,935-72.3% | $4,662-70.7% |
| Participant deferral / active EE | $10,245 | $8,429+21.5% | $8,071+26.9% | $6,690+53.1% |
| Admin fee / account holder | $12 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |