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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 | $32,874 | $160,070-79.5% | $147,117-77.7% | $145,897-77.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.51% | 98.69%-81.2pp | 420.54%-403.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $3,419 | $5,285-35.3% | $4,932-30.7% | $4,663-26.7% |
| Participant deferral / active EE | $8,286 | $8,419-1.6% | $8,065+2.7% | $6,689+23.9% |
| Admin fee / account holder | $165 | $15,035-98.9% | $12,993-98.7% | $13,390-98.8% |