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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 | $96,072 | $160,070-40.0% | $147,117-34.7% | $145,897-34.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.83% | 98.69%-85.9pp | 420.54%-407.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $4,229 | $5,285-20.0% | $4,932-14.3% | $4,663-9.3% |
| Participant deferral / active EE | $8,875 | $8,419+5.4% | $8,065+10.0% | $6,689+32.7% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |