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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 | $34,013 | $160,028-78.7% | $147,080-76.9% | $145,884-76.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.41% | 98.60%-86.2pp | 420.17%-407.8pp | 551.85%-539.4pp |
| Employer contribution / active EE | $9,301 | $5,286+76.0% | $4,933+88.5% | $4,662+99.5% |
| Participant deferral / active EE | $6,253 | $8,422-25.8% | $8,066-22.5% | $6,690-6.5% |
| Admin fee / account holder | $173 | $15,030-98.9% | $12,989-98.7% | $13,392-98.7% |