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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 | $58,208 | $159,934-63.6% | $147,005-60.4% | $145,959-60.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.65% | 98.24%-84.6pp | 418.76%-405.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $5,045 | $5,287-4.6% | $4,934+2.2% | $4,661+8.2% |
| Participant deferral / active EE | $7,643 | $8,427-9.3% | $8,070-5.3% | $6,689+14.3% |
| Admin fee / account holder | $215 | $15,053-98.6% | $13,006-98.3% | $13,398-98.4% |