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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 | $89,264 | $159,978-44.2% | $147,041-39.3% | $145,978-38.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.33% | 98.36%-86.0pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $3,215 | $5,288-39.2% | $4,935-34.8% | $4,662-31.0% |
| Participant deferral / active EE | $23,000 | $8,429+172.9% | $8,071+185.0% | $6,690+243.8% |
| Admin fee / account holder | $290 | $15,053-98.1% | $13,006-97.8% | $13,400-97.8% |