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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 | $34,587 | $160,028-78.4% | $147,080-76.5% | $145,884-76.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.05% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,362 | $5,286-36.4% | $4,933-31.9% | $4,662-27.9% |
| Participant deferral / active EE | $7,571 | $8,422-10.1% | $8,066-6.1% | $6,690+13.2% |
| Admin fee / account holder | $62 | $15,030-99.6% | $12,989-99.5% | $13,392-99.5% |