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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 | $19,425 | $160,028-87.9% | $147,080-86.8% | $145,884-86.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.48% | 98.60%-79.1pp | 420.17%-400.7pp | 551.85%-532.4pp |
| Employer contribution / active EE | $1,418 | $5,286-73.2% | $4,933-71.3% | $4,662-69.6% |
| Participant deferral / active EE | $6,301 | $8,422-25.2% | $8,066-21.9% | $6,690-5.8% |
| Admin fee / account holder | $69 | $15,030-99.5% | $12,989-99.5% | $13,392-99.5% |