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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 | $41,102 | $160,040-74.3% | $147,096-72.1% | $145,877-71.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.89% | 98.49%-88.6pp | 419.75%-409.9pp | 551.28%-541.4pp |
| Employer contribution / active EE | $1,909 | $5,289-63.9% | $4,936-61.3% | $4,663-59.1% |
| Participant deferral / active EE | $8,851 | $8,429+5.0% | $8,071+9.7% | $6,691+32.3% |
| Admin fee / account holder | $141 | $15,050-99.1% | $13,005-98.9% | $13,402-98.9% |