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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 | $26,471 | $160,070-83.5% | $147,117-82.0% | $145,897-81.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.24% | 98.69%-87.5pp | 420.54%-409.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,095 | $5,285-60.3% | $4,932-57.5% | $4,663-55.1% |
| Participant deferral / active EE | $4,575 | $8,419-45.7% | $8,065-43.3% | $6,689-31.6% |
| Admin fee / account holder | $251 | $15,035-98.3% | $12,993-98.1% | $13,390-98.1% |