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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 | $160,040-79.5% | $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 | 17.51% | 98.49%-81.0pp | 419.75%-402.2pp | 551.28%-533.8pp |
| Employer contribution / active EE | $3,419 | $5,289-35.4% | $4,936-30.7% | $4,663-26.7% |
| Participant deferral / active EE | $8,286 | $8,429-1.7% | $8,071+2.7% | $6,691+23.8% |
| Admin fee / account holder | $165 | $15,050-98.9% | $13,005-98.7% | $13,402-98.8% |